Announcements / ATO / Professionals / SMSF / SMSF Compliance / Trustee education

ATO about to release update to Cooper's Statistical Summary into SMSFs

The statistical summary into Self Managed Super Funds commissioned by Jeremy Cooper as part of Phase Three of the Super System Review in December 2009 has been widely recognised as one of the most valuable tools and insights into the SMSF sector ever produced.  This publication not only showed the industry to be in fairly … Continue reading »

Announcements / SMSF / Trustee education

Presenting at the AIA National Investors Conference

I am excited to announce that I will be presenting this year at the AIA National Investors Conference – Wealth Creation Opportunities – to be held at the Sofitel Sydney Wentworth Hotel from 1 to 3 September 2011. In my presentation the Golden keys to SMSF success (which forms part of the SMSF stream), I will … Continue reading »

Announcements / Professionals / Trustee education

Stronger Super: The impact for SMSFs – webinar now uploaded

I have now uploaded the webinar recording of this afternoon’s special session on the impact of the Stronger Super reforms. These reforms announced by the government last week were in response to the Cooper Review (Super System Review) recommendations submitted to government on 30 June 2010. Click here to watch this webinar, or alternatively download … Continue reading »

Announcements / Professionals / SMSF / Trustee education

Cooper Super now Stronger Super – the impact for SMSFs

Santa, or should I say Minister Bill Shorten has delivered a Christmas gift a little early this year with the Government’s response to the Super System Review (Cooper Review). The government’s response, known as “Stronger Super” has provided support, or in-principle support for 139 out of 177 of the Review’s recommendations. Much of the mainstream … Continue reading »

Self Managed Super Solutions – Final Report of Cooper Review released
Professionals / SMSF / SMSF Strategy / Trustee education

Self Managed Super Solutions – Final Report of Cooper Review released

As promised, the government has been quick to release the final report of the Super System Review (“Cooper Review”).  It is a comprehensive report (overview & recommendations are 70 pages alone) covering the review into governance, efficiency, structure and operation of the superannuation industry. At this stage, it is unclear what the government may adopt from these … Continue reading »