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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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
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%
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
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
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