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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Shaping the Future of the SMSF Industry
National Conference 2025 With the superannuation landscape constantly evolving, staying ahead of policy changes is crucial for SMSF professionals. Join Tracey Scotchbrook, our Head of Policy and an industry advocate
The Cost of Retiring Well: Balancing Lifestyle, Longevity, and Taxes
National Conference 2025 Melanie delved into the strategies retirees can adopt to balance lifestyle aspirations with long-term financial security and tax efficiency. She explored how SMSF trustees can determine what
Super Access Simplified: Tackling the Complexities of Conditions of Release
National Conference 2025 While many of the conditions of release that allow fund members to access their super have remained unchanged for years, several areas continue to cause confusion. In
Mental Health Matters
National Conference 2025 Tim uses storytelling, science, and a healthy dose of humour to share how tackling his own mental health challenges led him to a purpose he never could
Smart SMSF Strategies: Optimising Investment Portfolios and Tax Efficiency
National Conference 2025 Drawing on the latest analysis and investment trends, Betashares Senior Investment Strategist, Cameron Gleeson outlines the different approaches SMSFs are using to build and maintain investment portfolios.
Performance Brief | SMSF Sector Performance 2022-2023
SMSFs outperformed APRA funds over the 5-year period. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2022-2023 Performance
Academic Paper | SMSF Sector Performance 2022-2023
This research note presents findings from a joint venture between the SMSF Association and the University of Adelaide’s International Centre for Financial Services (ICFS). The underlying work examines the financial
White Label Document: Technical Newsletter – Edition 6
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Technically Speaking 92: Arm’s Length Matters: Navigating Section 109 with Confidence
Recent amendments to section 295-550 of the Income Tax Assessment Act 1997 have reignited discussions on the application of arm’s length principles to SMSFs. While these recent changes specifically address
Technically Speaking 91: Understanding the Transfer Balance Cap series – Dealing with an excess transfer balance
Dive into our ongoing technical bulletin series that unpacks the complexities of the Transfer Balance Cap (TBC) regime. Throughout this Understanding the Transfer Balance Cap series we’ve laid some foundational
Technically Speaking 90: Understanding the Transfer Balance Cap series – TBC Credits arising from LRBAs and Notional Earnings
Dive into our ongoing technical bulletin series that unpacks the complexities of the Transfer Balance Cap (TBC) regime. In this latest instalment, we explore the impact of Limited Recourse Borrowing
In Conversation with the ATO – SMSF Auditor Edition
This In Conversation with the ATO is hosted by the SMSF Association’s Head of Technical, Mary Simmons and features Paul Delahunty, Acting Assistant Commissioner at the ATO’s SMSF Branch. Paul