Resource Library

Welcome to the Resource Library; where you can find the latest news and information, events, education, technical papers, research, government submissions and more all in one location.

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29 Jun 2017
Technically Speaking: Getting TRIS into retirement phase – the new amendments

benefit payments•contributions•smsf administration•Technically Speaking•

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16 Jun 2017
Your quintessential EOFY technical documents

Technical Paper•

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1 Jun 2017
Governance professional joins SMSF Association Board

media article•

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31 May 2017
Pension commutation request template

benefit payments•contributions•Govt and Regulators•LRBAs•managing investments•smsf administration•tax•Technical Paper•

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24 May 2017
Superannuation year end planning for the 2016/17 financial year

benefit payments•contributions•tax•Technical Paper•White Label Documents•

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27 Jul 2017
2017 Perth SMSF Association Technical Day

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25 Jul 2017
2017 Adelaide SMSF Association Technical Day

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20 Jul 2017
2017 Melbourne SMSF Association Technical Day

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19 Jul 2017
Technical Day shines a light on superannuation changes

advocacy•benefit payments•contributions•managing investments•media article•smsf administration•

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On Demand
Through the lens series- 2017 Super Reforms: The SMSF Audit Impact
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On Demand
The 2017 SMSF Audit Checklist
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18 Jul 2017
SMSF Association sets up Global Centre of Excellence for Retirement Savings

advocacy•media article•media release•research & reports•

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17 Jul 2017
It’s time to think about your investment strategy

managing investments•smsf administration•White Label Documents•

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On Demand
Through the lens series – SMSF’s and life’s messy situations
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11 Jul 2017
SMSF Association’s top 10 tips for understanding CGT relief

managing investments•tax•Technical Paper•

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On Demand
Technical Update – Legislation and Regulations – June 2017
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On Demand
The SMSF Association and the ATO discuss – Key Auditor Issues
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On Demand
The SMSF Association and the ATO discuss 2017 super changes
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14 Sep 2017
Auditor Discussion Group – September 2017

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27 Jun 2017
SMSF Association Board Update from Andrew Gale, Chairman

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21 Jun 2017
ATO to offer insights about new regulatory regime at Technical Conference

media article•smsf administration•

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15 Aug 2017
Central Coast Technical Discussion Group – August 2017

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On Demand
Technical – The 2017 Federal Budget-Snapshot opportunities before YE
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19 Jun 2017
SMSF members alerted about pension payments due by 30 June

media article•smsf administration•

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On Demand
Workshop recording – Your 2017 SMSF Strategy Challenge Pre June 2017
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15 Jun 2017
SMSF Association gives final elder abuse report seal of approval

advocacy•media article•

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14 Jun 2017
SMSF Association valuation guidelines for SMSFs

benefit payments•contributions•managing investments•Technical Paper•

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5 Jun 2017
Deadline looms for SMSFs wanting to take advantage of higher caps

contributions•media article•smsf administration•

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On Demand
Through the lens series – Death Benefits an CGT Liabilities
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On Demand
Through the lens series – Audit – Complex audit issues
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