Resource Library

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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Technical Resource

How to spot a scam: Cheat Sheet

Exclusively available for SMSF professionals, view the ‘How to spot a scam: Cheat Sheet‘ to upskill your scam radar. This comprehensive cheat sheet comprises of four practical tips for you to consider

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Go-To Guide

Go-To Guide – Estate Planning

The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including: Detailed summaries from recent legal cases Superannuation death benefits Fund and member control featuring LPR,

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Technical Resource

Tech Files: Contribution Standards

Superannuation and change often go hand in hand and in recent years there have been significant developments regarding the acceptance and taxation treatment of contributions. Nonetheless, the tax concessions from

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