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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Opening Pandora’s Box of Artificial Intelligence
Technical Summit 2023 This case study based keynote will provide practical and actionable ideas focused on the second order consequences learnt by View (often the hard way) over the last
All eyes on the family home
Technical Summit 2023 The rising cost of living and housing crisis has led families to rethink the role of the family home – with all eyes on how it can
Contributions: A smorgasbord of opportunity (and complexity)
Technical Summit 2023 With the contribution rules relaxed new opportunities are available for members to supercharge their retirement savings provided they understand the rules to avoid costly mistakes. This is
BRP: Botched Related Party transactions
Technical Summit 2023 It’s not uncommon for SMSFs to transact with related parties. Unfortunately it’s also not uncommon for things to go wrong leading to adverse tax and super law
Quality of Advice Review: The Government’s response
Technical Summit 2023 Watch Quality of Advice Review (QAR) lead, Michelle Levy and other expert panellists break down the Government’s QAR response. Our panellists have been selected to provide different
Do you know your ABCs as well as your TSB and TBC?
Technical Summit 2023 The new announced tax on those with TSBs greater than $3m+ places even more importance on the exact method in which TSBs are calculated. A relevant related
SMSF legislative update: What you need to know
Technical Summit 2023 In this legislative update Peter Burgess provides an expert analysis of recent legislative changes that have been enacted and those changes which have been announced but not
SMSFs: Adjusting to a new tax
Technical Summit 2023 While not all SMSF clients will be subject to the new tax on earnings for balances over $3m, it is clearly a major issue for our industry.
Tech Files: Contribution Standards
Superannuation and change often go hand in hand and in recent years there have been significant developments regarding the acceptance and taxation treatment of contributions. Nonetheless, the tax concessions from
Technically Speaking: End of financial year essentials 2023
With 30 June 2023 just around the corner, now is a great time to get across your clients’ past, current, and future contributions to maximise contribution opportunities. It is also
2023/24 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Print it out, have it pinned up and refer to it regularly for a comprehensive look at the 2023/24 financial
2023-24 Federal Budget Update
The 2023-24 Federal Budget has been handed down this evening by Treasurer Jim Chalmers. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to