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: Legacy Pensions – Market Linked Income Streams
The final bulletin of our three-part series to support members navigate the complexities associated with legacy pensions, particularly in light of new and proposed legislative changes. Click here to view
Go-To Guide – Limited Recourse Borrowing Arrangement (LRBA)
LRBAs continue to be an attractive mechanism to invest more capital in the concessionally taxed superannuation environment. This comprehensive Go-To Guide takes a deep dive look at LRBAs with a strong focus
Tech Files: Contribution Standards
Superannuation and change often go hand in hand and in recent years there have been significant developments regarding the acceptance and taxation treatment of contributions. Nonetheless, the tax concessions from
Technically Speaking: Legacy Pensions – Death and Reserves
Part two of a three-part series to support members navigate the complexities associated with legacy pensions, particularly in light of new and proposed legislative changes. Click here to read Part
Technically Speaking: Legacy pensions and the transfer balance account
Part one of a three-part series to support members navigate the complexities associated with legacy pensions particularly in light of new and proposed legislative changes. From 5 April 2022, new
Technically Speaking: SMSFs and the Wholesale and Sophisticated Investor Rules
We are seeing an increase in the number of member queries on the application of the wholesale investor regime for SMSFs. In particular, the use of accountant’s certificates under the
Technically Speaking: End of financial year essentials 2022
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks to ensure everything is in order for your SMSF clients
2022/23 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 2022/23 financial
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