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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Bulletproof practices: Best practices for trustees exercising discretion
National Conference 2024 This session will consider in detail trustee considerations when exercising their discretion powers and how to avoid challenges to discretionary decisions. This includes: What it means to
Talent triumph: How to attract, cultivate and retain top staff
National Conference 2024 This session is designed for a diverse audience of professionals focusing on the following key areas: Attracting New Talent: Leveraging your firm’s unique selling points to attract
SMSF lending and refinancing through the eyes of a lender
National Conference 2024 This session will address the complex landscape of SMSFs entering and re-financing Limited Recourse Borrowing Arrangements (LRBAs) from the perspective of the lender. Richard will also cover
Shaping tomorrow’s adviser – Disruption, AI and generational shifts
National Conference 2024 The advice profession be it accounting or financial advice is likely to be an attractive profession to be a part of over the next 10 years. Following
Harvesting opportunities: The ins and outs of farming assets in SMSFs
National Conference 2024 This session delves into the intricacies of incorporating farming assets into an SMSF’s investment strategy. Katie kicks off the discussion by exploring the unique opportunities and risks
Getting the audit report right
National Conference 2024 This session is tailored for accountants and SMSF auditors, focusing on the finalisation of the annual SMSF audit. Belinda’s session will provide comprehensive guidance on drafting qualified
Navigating the future – How AI is transforming the advice industry
National Conference 2024 In this presentation, we’ll delve into the transformative power of AI within the wealth management industry and uncover the ways it is reshaping how we work and
Adapting to change: Strategies for high net wealth clients
National Conference 2024 The workshop will provide a whole-of-client perspective, covering effective tax planning and asset transfer strategies to help clients navigate the complexities of superannuation and optimize their financial
Navigating the moral compass: Ethics in SMSF advice
National Conference 2024 Moral awareness and recognising issues of moral content or the violation of ethical principles, is a critical first step in the ethical decision-making process. Moral awareness is
From ledgers to lessons: War stories and wins in SMSF annual accounts & audits
National Conference 2024 When preparing annual financial statements for an SMSF there can be many superannuation compliance and income tax issues that arise that need to be considered. In addition,
Deathbed document disasters: Real SMSF cases that went wrong
National Conference 2024 Nobody wants to think about death or talk about death. But helping your clients get it right before death or incapacity is important – it can’t be
$3m Super Tax – Weighing up the alternatives
National Conference 2024 Assuming the proposed Div 296 tax is legislated in its current form, what are the viable options for your clients? Should they leave their funds in excess