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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White Label Document: Technical Newsletter – Edition 7
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 93: Navigating the Retirement Condition of Release: Understanding the impact of preservation
In this bulletin, we explore the intricacies of the retirement condition of release – a crucial concept for members under age 65 wanting to access their superannuation benefits. Delving into
2025-26 Federal Budget Update
The 2025-26 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Head of Policy and Advocacy, Tracey Scotchbrook, was in Canberra and attended the key
Supercharging Client Acquisition by Improving Value Perceptions
National Conference 2025 The concepts of “value perceptions” and “value for money” often lack clarity, making them challenging to translate into meaningful action. Simply acknowledging that a service offers good
SMSF War Stories from the Death Bed
National Conference 2025 When a client passes, professional advisors are often left to navigate the complexities of their SMSF, but even the best intentions can sometimes lead to unforeseen complications.
SMSF Rental Properties: Tax, Compliance, Planning Tips and Traps
National Conference 2025 Managing rental properties within an SMSF comes with unique complexities, and even experienced SMSF professionals can face challenges. In this session, we break down the key tax,
Growing Your SMSF Practice: Strategies for Collaboration and Success
National Conference 2025 This session is designed to help you build and grow successful SMSF businesses by focusing on collaboration, communication, and innovation. Attendees explored how advisers and accountants can
Winding Up Wisely: Strategies for Exiting an SMSF
National Conference 2025 Exiting an SMSF is a critical decision that requires thoughtful planning and having a clear exit strategy is an essential part of setting up an SMSF, as
Protecting the Vulnerable: Elder Assistance or Abuse?
National Conference 2025 SMSF professionals are often placed in a challenging position when family dynamics blur the line between providing genuine assistance and potential elder abuse, particularly when dealing with
Advice Evolution: The Future of Financial Advice
National Conference 2025 Join renowned industry expert Ben Marshan as he explores the transformative changes brought about by the Quality of Advice Review, with a particular focus on the upcoming
The Right Fit: SMSFs vs. Alternative Investment Structures
National Conference 2025 There is no one-size-fits-all approach when it comes to investing. Join Phil as he explores the key differences between investing via an SMSF versus investing directly into
Retirement Redefined: The Superannuation Perspective
National Conference 2025 As retirement evolves beyond traditional expectations, more individuals are continuing to work past the conventional retirement age, creating significant shifts in how they interact with the superannuation