Issue 36: Are you across all you need to know about your SMSF? I now know I’m not!

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Issue 36: Are you across all you need to know about your SMSF? I now know I’m not!

Over two days towards the end of July, I attended the SMSF Association’s Technical Summit as both a speaker and exhibitor. The event is conducted for industry professionals; advisers, specialists and those providing support, accountants and administrators to the SMSF sector. 

All up there were around 300 attendees, who were provided with two very full days of technical updates across a range of structured sessions; Key Notes, Technical Sessions and Deep Dives into very specific topics, along with a number of exhibition stands where attendees were able to meet with presenters and talk further.

So, what did I learn from being there? There is a lot that I do not know that’s important to know. For example, those that receive the SMSF Connect Weekly News Digest, may have seen an article by John Maroney, CEO – SMSF Association published in the AFR 10 August on ‘Super Strategies to help your kids and spouse’, this was discussed at the Summit and much of it, is news to me.


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Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.

Ian Irvine - Guest Contributor

Ian has been a keen investor for over 40 years and can draw on his experiences from both investing on his own behalf and also having worked in financial services for more than 30 years. Over this time, he has seen many changes that impact investors’ attitudes to in what and how they invest.

He started his career in what is now referred to as fast moving consumer goods (FMCG) or grocery, working for an Australian margarine manufacturer. In 1986, he was recruited to Westpac around the time of deregulation of the sector, where he spent 10 years before taking a role at AMP and then with ASX for 14 years up to the end of 2017. He continues to be involved with ASX; working on their educational programs.

In 1996, he and his wife established their own SMSF and again the experience and lessons learned regarding managing an SMSF over the years have provided him with many insights and ideas. He enjoys sharing these with others where these are helpful and always suggest that if an investor or SMSF trustee is unsure, that they should seek appropriate advice from a licenced professional.

Ian holds a B. Com (UNSW), and lives in Sydney and enjoys travelling to and meeting investors and SMSF trustee at the educational events with which he has involvement with from time to time.