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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Technically Speaking: What is a ‘related party’?
This edition of Technically Speaking was written by Graeme Colley SSA, Executive Manager Technical & Private Wealth, SuperConcepts. This Technically Speaking takes a deep dive into related parties: Highlighting the
Technically Speaking: Exempt current pension income (ECPI) – getting it right
This issue of Technically Speaking was written by Mark Ellem FSSA, Head of Education at Accurium and focuses on exempt current pension income (ECPI). This issue of Technically Speaking: Explores
White label document: What is a Director Identification Number (director ID) and do I need one?
You may be experiencing an increase in enquiries from clients asking about Director Identification Numbers (director IDs). The requirement to obtain a director ID also applies to individuals who have
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
White label document: Is it a scam?
As the peak professional body representing the SMSF sector, the SMSF Association recognises the increasing risk to SMSF trustees of cybercrime and falling victim to scams. Scams targeting investments are
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
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