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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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
SMSF Week 2020 | White label document: How much money do you need to start an SMSF?
In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research released as part of SMSF Week 2020, provides insights into the true costs
Your 2020 End of Financial Year (EOFY) considerations
The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder
COVID-19: Negative returns – looking for the positive?
If your SMSF has experienced some negative returns, there may be an opportunity to ensure member benefits are restored in the most tax effective manner. Particularly if members are approaching
White label document: COVID-19 – Providing concessions for the LRBA in my SMSF
If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA with relief under an