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.
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Technically Speaking: Understanding the Transfer Balance Cap series – TBC Credits arising from LRBAs and Notional Earnings
Dive into our ongoing technical bulletin series that unpacks the complexities of the Transfer Balance Cap (TBC) regime. In this latest instalment, we explore the impact of Limited Recourse Borrowing
In Conversation with the ATO – SMSF Auditor Edition
This In Conversation with the ATO is hosted by the SMSF Association’s Head of Technical, Mary Simmons and features Paul Delahunty, Acting Assistant Commissioner at the ATO’s SMSF Branch. Paul
White Label Document: Technical Newsletter – Edition 5
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Technically Speaking: Re-visiting superannuation contribution fundamentals and opportunities
Despite the ever-changing superannuation regime, the definition of what constitutes a contribution has largely been unaffected. However, the changes surrounding other aspects of the superannuation landscape mean that it’s important
2024/25 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2024/25 financial year’s rates, caps, thresholds and more. A3 –
2024-25 Federal Budget Update
The 2024-25 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Technical Manager, Fabian Bussoletti, was in Canberra and attended the key stakeholder Lock Up.
White Label Document: Technical Newsletter – Edition 4
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Academic Paper | SMSF Sector Performance 2021-2022
This report presents findings from a joint research venture between the SMSF Association and the University of Adelaide’s International Centre for Financial Services (ICFS). The underlying work examines the financial performance of
Performance Brief | SMSF Sector Performance 2021-2022
The SMSF sector outperforms the APRA fund sector during the 2021-2022 financial year. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2021-2022
A cyber incident – The wake up call no professional firm wants
National Conference 2024 Don’t let a cyber incident turn into a disaster for your firm. This session delves into the triple pillars of cybersecurity— the technology setup, team training, and
Strategies for successful aged care planning
National Conference 2024 This session will take a practical look at how to successfully provide aged care advice, in an interactive workshop setting. Looking beyond just the rules and available
Compliant or contentious? Managing and auditing related party transactions
National Conference 2024 It’s not uncommon for SMSFs to transact with related parties. Unfortunately, it’s also not uncommon for things to go wrong leading to adverse tax and super law