Welcome to the Resource Library for SMSF Professionals
The SMSF Association Resource Library gives you access to quality Technical Resources, Go-To Guides and White Label Documents to keep you up to date and provide the best information and advice to your clients.
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2026/27 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2026/27 financial year’s rates, caps, thresholds and more. A3 –
2026-27 Federal Budget Update
The 2026-27 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Head of Policy and Advocacy, Tracey Scotchbrook, was in Canberra and attended the key
Technically Speaking 98: End of financial year essentials 2026 – Contributions focus
With the end of the 2025-26 financial year fast approaching, now is a good time to make sure clients are ready to maximise the opportunities available to them before 1
White Label Document: Technical Newsletter – Edition 10
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Go-To Guide – Payday Super
With Payday Super set to commence from 1 July 2026, we have released a new technical guide to help members navigate the shift to a receipt-based, real-time SG regime. This
Division 296 FAQs
To help navigate the latest Div 296 developments with confidence, Heffron’s Meg Heffron and Lyn Formica have shared a comprehensive Division 296 FAQ resource. The guide provides members clear, practical
Academic Paper | SMSF Sector Performance 2023-2024
This research note presents findings from a joint venture between the SMSF Association and the Adelaide University’s International Centre for Financial Services (ICFS). The underlying work examines the financial performance
White Label Document: Technical Newsletter – Edition 9
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Technically Speaking 97: Acquisition of Assets
With the increased propensity for SMSF trustees to consider related party transactions, understanding the potential compliance risks is crucial to better help trustees navigate this high-risk area with confidence. This
Technically Speaking 96: Dealing with insurance proceeds in an SMSF
Our latest Technically Speaking bulletin seeks to unlock the complexities of dealing with insurance proceeds within an SMSF. This bulletin provides a detailed overview of how insurance proceeds should be
In Conversation with the ATO – SMSF Auditor Edition
This SMSF Audit Day 2025 bonus session is hosted by the SMSF Association’s Head of Technical, Mary Simmons and features Kellie Grant, Director of SMSF Approved Auditors at the Australian Taxation Office. https://vimeo.com/1131177541/e891960e92?share=copy&fl=sv&fe=ci The
White Label Document: Technical Newsletter – Edition 8
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are