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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2025/26 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2025/26 financial year’s rates, caps, thresholds and more. A3 –
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
SMSFs Resolving Difficult Family Law and Family Disputes
National Conference 2025 With around 70% of SMSFs having two members—often spouses or family members—relationship breakdowns can pose significant challenges for SMSF management. As divorce rates exceed 40%, particularly in
Small Business CGT Concessions – Tips, Traps and a Super Twist
National Conference 2025 Often touted as the retirement nest egg outside superannuation, the Small Business CGT concessions are arguably some of the most generous tax concessions in our tax law.
Don’t Get Caught Out- AML-CTF Reforms Every Accountant and Adviser Must Know
National Conference 2025 As of March 2026, sweeping reforms will bring thousands of accountants under the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime for the first time. Common services such
Binding Death Benefit Nominations- Essentials, Errors, and Expert Tips for Escaping Liability
National Conference 2025 Getting the BDBN and estate planning strategy right is an extremely important part of advising our clients about their SMSFs. By ensuring that the BDBN and estate
Growth, Satisfaction and Sticky Money- Why the Next Decade Will be the Best Ever for SMSF’s in Australia
National Conference 2025 Andrew Inwood Global CEO of CoreData will unpack the demographics of Australia’s fast retiring workforce, why the mass affluent and rich will prefer the better service and
It’s Not Optional: Understanding Why Auditors Report
National Conference 2025 Auditors are often seen as the bearers of bad news, but their reporting obligations are essential to ensuring SMSF compliance. In this session, Shirley will unpack reporting
Pensions Galore – A Collective Exploration of SMSF Strategies
National Conference 2025 This comprehensive workshop will explore complex aspects of managing pensions and retirement strategies within SMSFs. Attendees will learn how to transition smoothly from the accumulation to pension
Ownership matters Ensuring Clear Title and Asset Compliance in SMSFs
National Conference 2025 Ownership and title of SMSF assets is a nucleus from which several compliance ramifications spring. Failure to safeguard a fund’s proprietary interest through correct title can introduce