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.
The Resource Library is only available to Associate, Specialist, Fellow and Retired Members. If you wish to gain access to the resources, please visit the Membership page for more information.
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Class Annual Benchmark Report
SMSF Resilience in a time of constant change The Class Benchmark Report is a highly anticipated publication, enabling the SMSF and superannuation industries to remain informed with the latest sector
Technically Speaking: Non-arm’s length income – A history and overview
This edition of Technically Speaking was written by Daniel Butler FSSA, Director and Shaun Backhaus, Senior Associate, DBA Lawyers. The issue focuses on one of the most contentious topics in the
Go-To Guide – Superannuation death benefits
We have compiled a Go-To Guide on superannuation death benefits to ensure you are confident in your understanding of the impact of the latest superannuation changes, particularly the introduction of the transfer balance cap,
Technically Speaking: Superannuation death benefit cashing rules
When cashing superannuation death benefits, it is important to understand: What is required under the SIS Act and SIS Regs What is required under the terms of the SMSF trust
Go-To Guide – Establishment of an SMSF
The SMSF Association has updated their, previously published in 2018, Go-To Guide on the establishment of an SMSF. This comprehensive technical resource will provide you with the steps required to
Technically Speaking: SMSF Property Development (Part 2)
The issue of Technically Speaking, written by the Association’s Technical Manager, Mary Simmons, is the final piece of a two-part series, click here to read Part 1. This series revisits
Technically Speaking: SMSF Property Development (Part 1)
Part one of a two-part series unpacking a broad range of superannuation and taxation requirements SMSF trustees need to contemplate when considering property development. Mary Simmons, the Association’s Technical Manager,
Is your SMSF ready for the End of the Financial Year (EOFY)?
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before
2021/22 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Print it out, have it pinned up and refer to it regularly for a comprehensive look at the 2021/22 financial
2021-2022 Federal Budget Update – A strong Budget for SMSFs
As expected, the 2021-2022 Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, after a few quiet Budgets, there were some welcome surprises
Technically Speaking: SMSF related party acquisitions
This edition of Technically Speaking, written by the Association’s Technical Manager, Mary Simmons, covers the rules placed on SMSFs acquiring assets from related parties and explores: the need to understand
Technically Speaking: Deep diving into the definition of “retirement”
This is part two of our series on the importance of ‘retirement’ which takes a deep dive into the definition of ‘retirement’ and considers the key elements which need to