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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Federal Budget Update – The Economic Recovery Plan for Australia is all about jobs
The 2020-2021 Federal Budget is all about jobs, jobs and jobs. COVID-19 has resulted in the most severe global economic crisis since the Great Depression. This Budget provides an additional $98
Technically Speaking: Super Decision – Pension or Lump Sum?
This edition covers the ATO’s view on the re-classification of pension payments into lump sums once the pension payment has been received by a member. This issue of Technically Speaking, written
2020/21 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 2020/21 financial
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: Winding up an SMSF
The decision to wind up an SMSF is one that should not be taken lightly. Based on the latest ATO statistical data, 2017-2018 was the highest year on record for
2019/20 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 a the 2019/20 financial
Your 2020 End of Financial Year (EOFY) considerations
The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder
COVID-19: Negative returns – looking for the positive?
If your SMSF has experienced some negative returns, there may be an opportunity to ensure member benefits are restored in the most tax effective manner. Particularly if members are approaching
Technically Speaking: COVID-19 and SMSFs with property
The health, social and economic impacts of the global COVID-19 pandemic have been far and wide and the SMSF sector is no different. The SMSF Association has worked with the
Short-Form COVID-19 Super Access ROA Templates
FINANCIAL ADVISERS – Super access ROA Template This Template includes the information that you must include in your Record of Advice by law (under the Corporations Act as modified by
ASIC’s COVID-19 Statement of Advice Relief FAQs
The Australian Securities and Investments Commission (ASIC) has announced three temporary relief measures for both licensed advisers and registered tax agents to help consumers receive affordable and timely financial advice
White label document: COVID-19 – Providing concessions for the LRBA in my SMSF
If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA with relief under an