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.
Search the Resource Library using the filters below
Building trust with high net worth clients in volatile markets
National Conference 2023 Volatile markets are a time for advisers to add extraordinary value to their existing High Net worth Clients and to attract new members of the High Net
What happens next with improving the quality, accessiblity and affordability of the provision of financial advice?
National Conference 2023 Michelle Levy will deliver her Quality of Advice Review report to the Government in mid-December. The proposals contained in the report are expected to be far reaching
LRBAs – Avoid the sting
National Conference 2023 LRBAs through an SMSF can be an excellent strategy for creating retirement wealth for members. However, it is crucial they are structured correctly, as not doing so
The BEEkeepers of SMSFs – The ATO & the auditor
National Conference 2023 In this workshop, we will consider the key risks associated with SMSFs from both the Regulator’s and auditor’s perspective to highlight the importance of all relevant parties
BEE-D-BEE-Ns – Don’t get stung
National Conference 2023 The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. Arguably the single most important aspect of
Bee-hold all things pensions
National Conference 2023 The workshop will consider various life stages of pensions and will explore common areas of concern from the perspective of both the members/beneficiaries and internal SMSF processes
Death of a member – Don’t just wing it
National Conference 2023 Dealing with the death of an SMSF member not only requires the trustee(s) to comply with superannuation law requirements and consideration of tax obligations, but there’s generally
Is your documentation up to it – The next frontier of SMSF disputes and audit traps
National Conference 2023 For many years the focus on SMSF documents has been on binding death benefit nominations. More recently however, the cases have revolved around the effectiveness of other SMSF
A sticky situation or as sweet as honey? Insurance claims, trends and challenges
National Conference 2023 This session examines the trustee obligations in relation to having an insurance strategy for each member of the fund, how these strategy decisions may influence a successful
Global Mo-BEE-lity of super
National Conference 2023 With our global workforce, and particularly many people being trapped in Australia or overseas due to COVID, their superannuation position across multiple jurisdictions has become an increased
BEE-sieged by documentation
There is a growing level of importance being placed on documentation within a SMSF – with challenges of super death benefits, through to the increased expectations by the Regulators and
Looking ahead: Demographic challenges and opportunities
National Conference 2023 As Simon helps us view Australia through the demographic lens, the future becomes much clearer. The skills shortage is here to stay and we must adjust our