Resource Library

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.

Technically Speaking Articles

Detailed articles produced by our Technical Team, for education on current topics. 

CPD available within the first month of the resource's release.

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White Label Documents

Our white label documents are designed to make light-work of sharing your expertise.

Simply add your company details and provide to clients. 

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Past Event Presentations

View past presentations, and accompanying technical papers, delivered by industry experts at our previous national events. 

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Go-To Guides

Written by our expert Technical Team, these are quick reference, multi-chapter documents that provide you with everything you need to know on a topic. 

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Go-To Guide

Go-To Guide – Superannuation death benefits

We have compiled a Go-To Guide on superannuation death benefits to ensure you are confident in your understanding of the impact of the latest superannuation changes, particularly the introduction of the transfer balance cap,

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Technical Resource

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

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Technical Resource

2023/24 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 2023/24 financial

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Technical Resource

2023-24 Federal Budget Update

The 2023-24 Federal Budget has been handed down this evening by Treasurer Jim Chalmers. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to

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Presentations

Death and taxes – BEE-yond the grave

National Conference 2023 Whilst death and taxes are both inevitable, SMSFs offer unique opportunities that can assist in reducing tax payable on superannuation death benefits. In this session we will review

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