SMSF Association exclusive member offers
We are pleased to provide our valued members, complimentary access to SMSF Connect as an important benefit of your professional membership.
SMSF Connect is the SMSF Association’s platform to provide up-to-date SMSF knowledge, news and investment information to SMSF trustees.
SMSF Connect can be used to support you and the services you provide to your SMSF clients to:
- Assist them with ‘Understanding SMSFs’ including information on administration and reporting, contributions and rollovers, estate planning and much more…
- Discover the detail behind investing in an SMSF including diversification, portfolio constructions, markets and more.
- View the latest SMSF and superannuation news to stay up-to-date.
Login Details:
Website URL: https://smsfconnect.com/
Username: Your username is the email address associated with your account.
If you cannot remember your password, please reset it here. If you have any issues please contact Member Services on 08 8205 1950.
Please note you may have set a different password to your professional membership password.
The SMSF Association has an arrangement with Indemnity Solutions Pty Ltd to provide a PI insurance solution for our Members. The policy, endorsed by the Association, has been designed to meet the needs of the SMSF professional. Key features include:
- Bespoke, best of breed policy wording offering broad coverage
- Policy wording satisfies the bylaws and regulations of the SMSF Association as well as the major Accounting and Financial Planning associations
- Tailored to the SMSF professional including coverage for claims under both the SIS Act and TAS Act
- Policy wordings to cover both Accountants and Financial Planners providing advice under FSRA licencing requirements
- A specific RG126 compliant Financial Planning endorsement is available for the Accountants wording
- Competitive pricing, including a 7.5% rebate of the base premium
- Security – underwritten by Lloyds of London with S&P A+, Fitch A+ and AM Best A Stable ratings
- Professional claims management conducted by DCS Asia Pacific
Indemnity Solutions can also provide SMSF Association members with a wide range of insurance options including – general insurance, business insurance, travel insurance, cyber insurance and more.
Document Downloads
- Accountants Fact Sheet
- Accountants Policy Wording
- Accountants Insurance Proposal Form
- Financial Planner Fact Sheet
- Financial Planner Policy Wording
- Financial Planner Proposal Form
- Changes to the Privacy Legislation & How Cyber Insurance can help protect your business
For more information, contact Indemnity Solutions:
T: 1800 103 474
E: [email protected]
Thomson Reuters is providing SMSF Association members with an exclusive discount on selected products.
Click here to find a selection of their most popular titles for a minimum of 20% membership discount. To find all other titles, please search via the practice area.
To place your order, add the publication(s) you wish to purchase to your cart and ensure you quote SMSFTR in the “I have a Promotion Code” field at checkout to receive your discount.
The following publications from CCH are available to SMSF Association members at a 20% discount on the normal retail price. To place your order, select the link associated with the particular publication and ensure you quote SMSF20 in the “Redeem a Gift Certificate or Coupon” field at checkout to receive your discount.
Australian Superannuation Legislation 2020 – 27th Edition (E-book only)
Consolidated to 1 July 2020, this edition reflects the numerous recent changes to superannuation law and is essential for the bookshelf of any superannuation practitioner. The title ensures readers are up to date with the extensive changes to superannuation law enacted by the Federal Government.
Normal Price: A$ 99.95 Association Member Price: A$ 79.96
Australian Master Superannuation Guide 2020/21 – 23rd Edition
Essential for anyone advising on superannuation, this book explains the rules and answers your questions about superannuation law and practice in Australia and its numerous changes, including the Covid-19 superannuation relief measures.
This new edition reflects all major tax and superannuation changes to 1 July 2020.
Access 18 chapters of current, topical commentary and practical tools — such as examples, tables, checklists, rates and thresholds.
Normal Price: A$ 180.00 Association Member Price: A$ 144.00
Australian Master Financial Planning Guide 2019/20 – 22nd Edition
The financial planning industry continues to undergo significant change. The continued focus on education and professional adviser standards, along with changes to superannuation contribution rules make this book an essential companion for all financial planning professionals. It explains and illustrates all the fundamental areas of financial planning, as well as analysis of how the 2019 Federal Budget proposals and their potential impact on financial planning strategies.
Normal Price: A$ 169.00 Association Member Price: A$ 135.20
Australian Master Tax Guide: Tax Year End Edition – 67th Edition
Confidently and quickly navigate all areas of tax with the Australian Master Tax Guide. Access authoritative commentary, including coverage of recent developments in tax law in response to COVID-19, practical examples, tax planning points, checklists and key tax dates, with ease. This edition is up-to-date to 30 June 2020. Essential for all accountants, tax lawyers, financial advisors and payroll offices.
Normal Price: A$ 200.00 Association Member Price: A$ 160.00
Complete Guide to SMSFs: Planning for Loss of Capacity and Death
The number of SMSF in Australia is growing continually, and there are increasing numbers of individuals with SMSFs approaching the age where loss of capacity or death is an increasingly relevant consideration.
A comprehensive and practical guide to planning for the loss of capacity or death of a member of a self-managed superannuation fund, this title assists practitioners to assess each of their clients’ SMSFs to identify problems that may arise and the practical steps that need to be taken to ensure any potential problems can be avoided or dealt with.
Normal Price: A$ 165.00 Association Member Price: A$ 132.00
Through the SMSF Association’s partnership with Dell Technologies, members can now access a range of discounts on selected technology products.
These include:
• Up to 10 %* discount off laptops, desktops, monitors, and accessories plus, additional discounts during promotional periods.
• Access to Dell’s highly trained Small Business Technology Advisors to help members with free advice to grow their business.
How to obtain your Special Member Offer:
1. Click here to download your coupon
2. Use this coupon code at the Dell checkout online
* Offers are non-transferable and subject to change. Save on select OptiPlex, Latitude, Precision Workstations, Vostro, Inspiron, XPS, Alienware, select Monitors and Accessories. Coupon is valid with select other offers and select other coupons. Limit of 10 promotional items per customer. Not valid for re-sellers and/or online auctions or on refurbished items or spare parts. Dell reserves the right to cancel orders arising from pricing or other errors. Coupons cannot be applied to promotional Door Buster offers.
Forge is a quarterly magazine providing a new spotlight for Australia’s economic and entrepreneurial successes. Forge magazine covers the latest business news; analyses Australia’s economic landscape; and profiles new business triumphs, high-profile business people, and leading-edge ideas and endeavours.
As a benefit of SMSF Association membership, you are entitled to complimentary access.
Click here to access Forge magazine, using the below log in details.:
Username: SMSFA
Password: SMSFA