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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Go-To Guide – Estate Planning
The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including: Detailed summaries from recent legal cases Superannuation death benefits Fund and member control featuring LPR,
Superannuation death benefit limitations
Your SMSF clients need to be aware of the strict rules that apply, affecting who can receive a death benefit, the form in which it is paid and timing of
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 – 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,
White label document: When did you last review your SMSF’s investment strategy?
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their
Technically Speaking: How to apply the maximum net asset value test to qualify for the capital gains tax small business concessions
The SMSF Association’s Head of Policy, Jordan George, has written this comprehensive Technically Speaking as a part 2 to Issue 52: “What is a small business for CGT small business
Technically Speaking: Time to rebalance?
The SMSF Association’s Policy team has written this issue of Technically Speaking on rebalancing superannuation accounts between spouses. Due to the recent introduction of the transfer balance cap and the lack
2018-19 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 2018-19 financial
Insurance changes as of 1 July 2019
In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. At
Coalition wins third term
The Coalition Government has been re-elected in the 2019 Federal Election over the weekend, with a small majority of seats in the House of Representatives, after taking a policy of
Technically Speaking: “What is a small business for CGT small business concession purposes?”
The SMSF Association’s Head of Policy, Jordan George, has written this issue of Technically Speaking on CGT small business concessions. These tax concessions can assist your clients in making significant
Legislation and Regulations Webinar – May 2019
The SMSF Association’s Head of Policy, Jordan George has presented these slides as part of the May 2019 Legs and Regs webinar. Legislation & Regulations Webinar Slides Technical Resource Download