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: SMSF Property Development (Part 1)
Part one of a two-part series unpacking a broad range of superannuation and taxation requirements SMSF trustees need to contemplate when considering property development. Mary Simmons, the Association’s Technical Manager,
Is your SMSF ready for the End of the Financial Year (EOFY)?
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before
2021/22 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 2021/22 financial
2021-2022 Federal Budget Update – A strong Budget for SMSFs
As expected, the 2021-2022 Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, after a few quiet Budgets, there were some welcome surprises
Technically Speaking: SMSF related party acquisitions
This edition of Technically Speaking, written by the Association’s Technical Manager, Mary Simmons, covers the rules placed on SMSFs acquiring assets from related parties and explores: the need to understand
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