SMSF Association
@SMSFassoc
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The SMSF Association is recognised as the peak industry body in the Self Managed Super Fund industry in Australia.
Australia
Joined February 2012
This week our QLD Local Communities got together in Brisbane and the Gold Coast. Attendees took part in a session presented by SMSF Association CEO, Peter Burgess, followed by a chance to network with other professional from the region.
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2 WEEKS TO GO!. We hope you can join us for a 1-day virtual program presented by leading experts of the Australian SMSF Audit Industry and earn up to 6 CPD Hours. Can't tune in 9 September? Watch on-demand until 31 October. Register:
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Yesterday our Perth Local Community got together for a Div 296 Review 💭. We have more Local Community Events happening across the country soon! QLD and Tasmania have events on next week and there is a Sydney event in September. Register:
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Secured your spot for SMSF Audit Day yet?. Hear from leading SMSF Specialist Auditors and experts on how best to handle the many regulatory and compliance-based problems that auditors are confronted with daily. Learn more:
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Less than 3 weeks to go until SMSF Audit Day! 💭 . Presented by leading experts of the Australian SMSF Audit Industry and with up to 6 CPD hours on offer, you won't want to miss this 1-day virtual event. Register:
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In case you missed it, the SMSF Audit Day Program for 2025 has been released!. Join us for a 1-day virtual event, presented by experts of the Australian SMSF Auditing Industry. Check out the program and register your spot today:
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Policy Manager, Keddie Waller, had a clear message for SMSF professionals: “Our members are doing everything they can to support clients across all stages of life – but they’re being held back by a regulatory system built in silos.”. Media release:
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We're excited to have many Local Community Events coming up in August and September. 📍Perth.📍Gold Coast.📍Brisbane.📍Hobart.📍Sydney. Register for an event near you:
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And that's a wrap on #TS2025! 🤝💭💯. 2 days of powerful keynotes, practical workshops, and thought-provoking discussions came to a close yesterday afternoon. Thank you to all our speakers, attendees, and partners for making it an unforgettable event.
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Yesterday afternoon's Closing Keynote at #TS2025: Lessons from the Courtroom ⚖️ . Bryce Figot wrapped up Technical Summit 2025 with a sharp, no-nonsense look at the real disputes that caught SMSF professionals off guard.
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Keynote Session 3: Where Aged Care Meets SMSF Advice. Louise Biti challenged SMSF professionals to rethink retirement planning through the lens of aged care readiness. #TS2025
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We started Day 2 of #TS2025 bright and early with Wilson Asset Management's Breakfast Session. Our delegates joined Geoff Wilson for The Division 296 Debate looking at just what is at stake for SMSFs.
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Addressing the contentious Div 296 legislation during at the SMSF Association’s 2025 Technical Summit, Association CEO Peter Burgess outlined the technical challenges with a back dated tax and why a deferred start date is necessary. Read more:
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#TS2025 Day 1 finished last night at the Class Networking Function 🥂 . We hope our delegates had as much fun as us. Now let's get into another day of technical sessions and practical workshops.
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We wrapped up Day 1 of #TS2025 with Keynote Session 2: Division 296 – The $3 Million Shake-Up with Craig Day. Craig broke down the new tax regime, unpacking how Division 296 will reshape contributions, withdrawals, retirement & estate planning.
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Post lunch we were lucky enough to see 3 sessions tackling some of the most pressing SMSF challenges:. 💭 Cognitive Decline in SMSFs - Peter Bobbin.💭 SMSFs, BRP & The Family Legacy - Tracey Besters.💭 Investment Bonds for Certainty & Control - Julie Steed. #TS2025
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Morning Tea, then Workshop Sessions 1 & 2 where our attendees were able to get hands-on exploring:. ✅ Contributions In Focus: What Works, What Fails, And Why with Jemma Sanderson.✅ SMSF Loans and Related Party Entity Dealings with Shelley Banton . #TS2025
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Setting the tone for Technical Summit 2025: This morning, our very own Peter Burgess delivered a powerful keynote address, deep diving into the latest legislative, regulatory, and policy developments shaping the SMSF and broader superannuation landscape. #TS2025
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It’s critically important not to draw the wrong conclusion from the recent Australian Financial Complaints Authority (AFCA) statistics relating to SMSFs, says Peter Burgess, CEO of the SMSF Association #TS2025. Read more in our media release:
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The countdown is almost over! ⏱️ . Technical Summit 2025 kicks off tomorrow morning in Sydney and virtually:
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