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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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
White Label Document: Technical Newsletter – Edition 1
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
White label document: What is a Director Identification Number (director ID) and do I need one?
You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). The new requirement to obtain a director ID
White label document: Is it a Scam? New data released
Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a ‘trusted’ organisation. However, investment scams occur more often than you
2022-23 October Federal Budget Update – Certainty on SMSF Policy Positions
As expected the October 2022-23 Federal Budget has focused on families, education, health and aged care, energy and affordable housing. From an SMSF perspective it has been a relatively quiet
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
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
White label documents | 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
White label document: What is a Director Identification Number (director ID) and do I need one?
You may be experiencing an increase in enquiries from clients asking about Director Identification Numbers (director IDs). The requirement to obtain a director ID also applies to individuals who have
White label document: Is it a scam?
As the peak professional body representing the SMSF sector, the SMSF Association recognises the increasing risk to SMSF trustees of cybercrime and falling victim to scams. Scams targeting investments are
Is your SMSF ready for the End of the Financial Year (EOFY)?
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your SMSF before
2021-2022 Federal Budget Update – A strong Budget for SMSFs
As expected, the 2021-2022 Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, after a few quiet Budgets, there were some welcome surprises