Resource Library

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 Resource

How to spot a scam: Cheat Sheet

Exclusively available for SMSF professionals, view the ‘How to spot a scam: Cheat Sheet‘ to upskill your scam radar. This comprehensive cheat sheet comprises of four practical tips for you to consider

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Go-To Guide

Go-To Guide – Estate Planning

The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including: Detailed summaries from recent legal cases Superannuation death benefits Fund and member control featuring LPR,

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Presentations

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,

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Presentations

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

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