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.

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.

Already a member?

Login to your account to access the full Resource Library.

Search the Resource Library using the filters below

Filter by topic

Filter by type

Go-To Guide

Go-To Guide – Estate Planning

The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including: Detailed summaries from recent legal cases Superannuation death benefits Fund and member control featuring LPR,

Read More »
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,

Read More »
Technically Speaking

Technically Speaking: Time to rebalance?

The SMSF Association’s Policy team has written this issue of Technically Speaking on rebalancing superannuation accounts between spouses. Due to the recent introduction of the transfer balance cap and the lack

Read More »
Technical Resource

2018-19 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 a the 2018-19 financial

Read More »
White Label Documents

Insurance changes as of 1 July 2019

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. At

Read More »
Regulators

Coalition wins third term

The Coalition Government has been re-elected in the 2019 Federal Election over the weekend, with a small majority of seats in the House of Representatives, after taking a policy of

Read More »