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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Blended family SMSFs: Structuring for success
Technical Summit 2024 By watching this workshop session you will: Understand the unique challenges and potential pitfalls associated with managing SMSFs in blended families. Formulate effective strategies for different family
Effective retirement strategies for SMSF clients
Technical Summit 2024 By watching this technical session you will: Understand the requirements for creating and maintaining a compliant SMSF investment strategy. Explain the extra considerations for an SMSF investment
Invalidity and super: From go to woe?
Technical Summit 2024 By watching this workshop session you will: Gain a comprehensive understanding of the nuances of funding TPD insurance and satisfying the permanent incapacity condition of release. Navigate
Getting it Right: Asset Valuation & Compliance for SMSFs
Technical Summit 2024 By watching this workshop session you will: Gain a comprehensive understanding of how the legal requirements, the standards for auditors and the ATO guidelines all interact in
Contribution strategies in a Division 296 landscape
Technical Summit 2024 By watching this workshop session you will: Understand how Division 296 affects traditional SMSF contribution strategies and critically evaluate adjustments needed to navigate the new tax landscape.
Navigating investments with private trusts and related parties
Technical Summit 2024 By watching this technical session you will: Gain a comprehensive understanding of how unit trusts can expand investment opportunities for SMSFs and learn to identify clients who
The SMSF Advantage: Latest research and emerging trends
Technical Summit 2024 By watching this technical session you will: Gain insight into the latest trends and drivers behind SMSF establishment, intentions, and windups, and how these impact SMSF trustees,
Securing the future: Division 296 Tax & SMSF Planning
Technical Summit 2024 By watching this keynote session you will: Develop and analyse strategies to prepare clients for future Div 296 tax, ensuring the immediate and long term consequences on
SMSF Legislative Update: 2024 in review and beyond
Technical Summit 2024 By watching this keynote session you will: Identify and explain the key legislative changes and developments impacting SMSFs over the past year. Understand and evaluate how clients
Technically Speaking: Re-visiting superannuation contribution fundamentals and opportunities
Despite the ever-changing superannuation regime, the definition of what constitutes a contribution has largely been unaffected. However, the changes surrounding other aspects of the superannuation landscape mean that it’s important
2024/25 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2024/25 financial year’s rates, caps, thresholds and more. A3 –
2024-25 Federal Budget Update
The 2024-25 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Technical Manager, Fabian Bussoletti, was in Canberra and attended the key stakeholder Lock Up.