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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White Label Document: 1 July 2022 and superannuation contribution changes
There are several superannuation changes that come into effect on 01 July 2022, which were originally announced in the 2021 Federal Budget. These changes may impact SMSF trustees with their ability
Go-To Guide: Pensions in an SMSF
Written by Tim Miller SSA, Education Manager, SuperGuardian This Pensions Go-To Guide is a comprehensive toolkit that is aimed at helping you review existing pension arrangements, as well as contemplate
2022-2023 Federal Budget Update – A quiet night for SMSFs
The 2022-2023 Federal Budget has been handed down this evening by Treasurer Josh Frydenberg. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to provide
Research Summary | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on financial statement
Academic Paper | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on financial statement
Fact Sheet | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on
White label documents | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on
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