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.
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Into the Sunset – Forward Contribution Planning and Strategies to maximise super
Technical Summit 2022 With the new contribution provisions commencing from 1 July 2022, there are many more planning opportunities for our clients to consider. It is important that we are
Pension wipeout stories
Technical Summit 2022 These days it’s quite common for clients to be drawing a pension from their SMSF. Unfortunately it can also be quite common for things to go wrong,
Pension restructures – Sail into the sunset
Technical Summit 2022 With the results of the federal election now finalised, the previous government’s 2021 Budget announcement of a two year amnesty to commute legacy pensions may now be
The survey results are in: taking care of your mental health and emotional wellbeing action plan
Technical Summit 2022 A recent survey looking at the mental and emotional wellbeing of financial advisers found the industry is in real mental and emotional distress with more than 50%
Quality of Advice: a new horizon
Technical Summit 2022 Join our panel of experts to unpack what the quality of advice and affordability of attaining advice may look like in the near and distant future. Our
Advice types: where do you draw the line in the sand
Technical Summit 2022 This deep dive will focus on unpacking the differences between tax and super advice, legal advice, personal advice and help you identify where to draw the line. The
Death benefits: Everything under the sun
Technical Summit 2022 You arrive at the office and sit down at your desk in the morning and review your task list for the day. Then you receive your first
Surf’s up: a documentation history of a super life cycle, from a ripple to gnarly and on to wipe-out
Technical Summit 2022 This session will use a case study to consider the importance of documentation from different perspectives including the client, accountant, auditor and lawyer. From the creation of the
Exit strategies – can you avoid a wipeout?
Technical Summit 2022 One of the advantages of SMSFs is that they provide the flexibility to invest in a range of alternative structures and assets and allow transactions with related
Charting a course through unpredictable seas (SMSFs and holistic estate planning)
Technical Summit 2022 When managing clients with SMSFs, estate planning has become second nature but equally as important is planning for the disability or incapacity of a member. This deep
Riding the crypto wave
Technical Summit 2022 SMSFs are not immune to the appeal of cryptocurrency as an investment opportunity, and ATO statistics to December 31 show this asset comprised $227m of SMSF assets.
Sophisticated investors: swell, rip or wipeout?
Technical Summit 2022 The SMSF Association has seen an increase in member queries on the application of the wholesale and sophisticated investor rules in an SMSF context. The increasing compliance