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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White Label Documents

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

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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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Research

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

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Go-To Guide

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,

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