SMSF Association

SMSF Association The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector.

We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny. The SMSF Association is a membership organisation for SMSF professionals including financial planners, accountants, administrators, lawyers, auditors and anyone working in the SMSF sector. We offer membership, host events and shape the sector through our advocacy efforts.

📰 If you've been following the Division 296 coverage this week, you'll want to be in this session.At Audit Day, Shirley ...
03/09/2026

📰 If you've been following the Division 296 coverage this week, you'll want to be in this session.

At Audit Day, Shirley Schaefer (Director, BDO Audit Pty Ltd) opens the program with The Reform-Ready SMSF Audit — unpacking exactly what's making headlines right now:

✅ Division 296 and the evidence auditors now need
✅ New LRBA restrictions
✅ Evolving total super balance rules
✅ Increasing scrutiny around valuations

With the ATO and ASIC both active in this space, this session identifies where audit risk is shifting — and the practical steps to strengthen your audit files before the next cycle.

💻 100% virtual — attend live or on-demand until 30 October
🎓 Earn up to 7 CPD hours
📆 8 September

Register now: https://bit.ly/3qjgNo3

02/09/2026

🚨 Just confirmed: Bonus CPD session added to Audit Day.

Join SMSF Association's Head of Technical, Mary Simmons, In Conversation with the ATO's SMSF Regulatory Branch Director, Kellie Grant — a live Q&A exploring the issues that matter most to SMSF auditors right now.

This exclusive session is available first to Audit Day attendees, ahead of its release to the broader membership.

🎓 Now earn up to 7 CPD hours
💻 100% virtual — attend live or on-demand until 30 October
📆 8 September

Direct access to ATO insight like this doesn't come around often — register now to secure it.

Register now at: https://bit.ly/3qjgNo3

31/08/2026

The countdown is on — just ONE WEEK until SMSF Audit Day 2026! ⏳

Next week, leading SMSF Specialist Auditors and industry experts come together for a full day of practical insights into the issues shaping SMSF auditing today.

From regulatory and compliance challenges to emerging risks and real-world audit issues — there’s plenty to unpack.

🎥 Check out the session highlights below.

📅 8 September | 💻 Virtual | 🎓 Up to 6 CPD hours

Join us next week: https://bit.ly/3qjgNo3

A great afternoon with our Adelaide Local Community this week! 🎉It was fantastic to see SMSF professionals come together...
28/08/2026

A great afternoon with our Adelaide Local Community this week! 🎉

It was fantastic to see SMSF professionals come together to share insights, exchange ideas and connect with others in their local community.

A big thank you to everyone who joined us and helped make the session such a success. We hope you enjoyed the discussion and networking, and we can’t wait to welcome you back to another Local Community Event soon!

We’re pleased to share that our CEO, Peter Burgess, will be speaking at Class Ignite 2026 in Sydney this September!Peter...
25/08/2026

We’re pleased to share that our CEO, Peter Burgess, will be speaking at Class Ignite 2026 in Sydney this September!

Peter will join industry leaders and professionals across two days of insights, ideas and conversations shaping the sector.

📅 15–16 September 2026
📍 Sydney

Heading to Class Ignite? Be sure to catch Peter’s session and say hello!

Register here: https://bit.ly/4ghrfUb

20/08/2026

One day. Six sessions. The SMSF audit issues that matter in practice.

SMSF Audit Day 2026 brings together leading SMSF Specialist Auditors and industry experts to tackle the challenges auditors are facing now — and those emerging on the horizon.

From preparing for upcoming reforms and navigating in-specie contributions, to auditing digital assets, benefit payments, death and incapacity, and complex forensic matters, the program is packed with practical insights you can take back to your work.

📅 8 September 2026
💻 Virtual + on-demand access
🎓 Earn up to 6 CPD hours

Stay informed, strengthen your audit approach and be ready for what’s next.

Secure your place today: https://bit.ly/3qjgNo3

Today’s announcement by Assistant Treasurer and Minister for Financial Services Dr Daniel Mulino at the National Press C...
19/08/2026

Today’s announcement by Assistant Treasurer and Minister for Financial Services Dr Daniel Mulino at the National Press Club marks an important next step in strengthening consumer protection and the financial services framework following the collapse of Shield and First Guardian.

The Association supports the Government’s focus on protecting consumers, preventing further harm and ensuring the sustainability of the CSLR.

We welcome the decision not to proceed with proposed SMSF rollover cooling-off periods, advice fee caps or an opt-in/opt-out CSLR levy model for SMSFs.

We look forward to working constructively with Government and stakeholders to ensure these reforms protect consumers without restricting choice or creating unintended consequences for SMSF trustees.

Full media release here: https://bit.ly/4gkHzSO

SMSF Association CEO Peter Burgess is in Canberra this week, having attended the launch of the Parliamentary Friends of ...
19/08/2026

SMSF Association CEO Peter Burgess is in Canberra this week, having attended the launch of the Parliamentary Friends of Financial Capability at Parliament House last night.

Today, he will attend the Assistant Treasurer’s address at the National Press Club.

Congratulations to this year’s scholarship recipients. As SMSF Association CEO Peter Burgess highlights, professional de...
18/08/2026

Congratulations to this year’s scholarship recipients.

As SMSF Association CEO Peter Burgess highlights, professional development and accreditation are key to building a more capable and trusted SMSF profession.

We’re proud to see industry partners ASF Audits and Class supporting the program and helping foster a culture of ongoing professional development.

Read the full media release here: https://bit.ly/4wxKzkM

Your SMSF expertise deserves to be recognised.The SMSF Specialist Advisor (SSA®) accreditation is designed for professio...
14/08/2026

Your SMSF expertise deserves to be recognised.

The SMSF Specialist Advisor (SSA®) accreditation is designed for professionals who want to demonstrate their specialist knowledge and strengthen their standing in the SMSF sector.

Build on your expertise, gain industry recognition and stand out as an SMSF specialist.

Ready to get accredited? Enrol today: https://bit.ly/3NeJ47m

Address

Parliament House
Canberra, ACT
2600

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

0882051900

Website

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