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: 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
Technically Speaking: The modern day importance of meeting the retirement definition
This is part one of our series on the importance of ‘retirement’ which takes a close look at the various provisions in both the superannuation and taxation laws which underpin
Go-To Guide – Limited Recourse Borrowing Arrangement (LRBA)
It has been 13 years since LRBAs were first introduced in SMSFs and they continue to be an attractive mechanism to invest more capital in the concessionally taxed superannuation environment.
SMSF Association Member Guidance – ASIC Consultation Paper 332 – Promoting access to affordable advice for consumers
ASIC’s consultation paper ‘CP 332 Promoting access to affordable advice for consumers‘ seeks information from financial advice industry participants and other stakeholders on impediments to the delivery of good-quality affordable
SMSF Week 2020 | White label document: How much money do you need to start an SMSF?
In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research released as part of SMSF Week 2020, provides insights into the true costs
SMSF Week 2020 | When is an SMSF right for you?
With over 1.1 million Australians choosing to manage their own Self Managed Super Fund, it has become a popular option for those wanting more control over their retirement savings. An
SMSF Week 2020 | Cost of Operating SMSFs infographic
The SMSF Association has retained Rice Warner to update its report prepared for the Australian Securities and Investments Commission (ASIC) in May 2013 ‘Cost of Operating SMSFs’ in the context
SMSF Week 2020 | Cost of Operating SMSFs 2020 Report
As the cornerstone of SMSF Week 2020, the SMSF Association retained Rice Warner to update its report prepared for the Australian Securities and Investments Commission (ASIC) in May 2013 ‘Cost of
SMSF Week 2020 | Cost of Operating SMSFs 2020 – Your industry takeaways
The SMSF Association has retained Rice Warner to update its report prepared for the Australian Securities and Investments Commission (ASIC) in May 2013 ‘Cost of Operating SMSFs’ in the context
Technically Speaking: The Perfect SMSF Storm: Options & Crypto
This issue covers the area of high-risk assets such as derivatives and cryptocurrency. This edition of Technically Speaking, written by Shelley Banton SSA, SSAud, Head of Education, ASF Audits, covers:
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