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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SMSFs Resolving Difficult Family Law and Family Disputes
National Conference 2025 With around 70% of SMSFs having two members—often spouses or family members—relationship breakdowns can pose significant challenges for SMSF management. As divorce rates exceed 40%, particularly in
Don’t Be Next: Learning from Landmark SMSF Cases of the Year
National Conference 2025 Court decisions tell us a lot about what we can and cannot do with SMSFs, and Scott, with his signature flair, will unpack the key lessons from
Pensions Galore – A Collective Exploration of SMSF Strategies
National Conference 2025 This comprehensive workshop will explore complex aspects of managing pensions and retirement strategies within SMSFs. Attendees will learn how to transition smoothly from the accumulation to pension
Ownership matters Ensuring Clear Title and Asset Compliance in SMSFs
National Conference 2025 Ownership and title of SMSF assets is a nucleus from which several compliance ramifications spring. Failure to safeguard a fund’s proprietary interest through correct title can introduce
Cracking the Code – Mastering Aged Care Fees for Self-Funded Retirees
National Conference 2025 The upcoming aged care reforms, the most significant changes since 2014, are set to reshape the financial landscape for self-funded retirees, exposing them to potentially higher fees
Supercharging Client Acquisition by Improving Value Perceptions
National Conference 2025 The concepts of “value perceptions” and “value for money” often lack clarity, making them challenging to translate into meaningful action. Simply acknowledging that a service offers good
SMSF War Stories from the Death Bed
National Conference 2025 When a client passes, professional advisors are often left to navigate the complexities of their SMSF, but even the best intentions can sometimes lead to unforeseen complications.
SMSF Rental Properties: Tax, Compliance, Planning Tips and Traps
National Conference 2025 Managing rental properties within an SMSF comes with unique complexities, and even experienced SMSF professionals can face challenges. In this session, we break down the key tax,
Growing Your SMSF Practice: Strategies for Collaboration and Success
National Conference 2025 This session is designed to help you build and grow successful SMSF businesses by focusing on collaboration, communication, and innovation. Attendees explored how advisers and accountants can
Winding Up Wisely: Strategies for Exiting an SMSF
National Conference 2025 Exiting an SMSF is a critical decision that requires thoughtful planning and having a clear exit strategy is an essential part of setting up an SMSF, as
Protecting the Vulnerable: Elder Assistance or Abuse?
National Conference 2025 SMSF professionals are often placed in a challenging position when family dynamics blur the line between providing genuine assistance and potential elder abuse, particularly when dealing with
Advice Evolution: The Future of Financial Advice
National Conference 2025 Join renowned industry expert Ben Marshan as he explores the transformative changes brought about by the Quality of Advice Review, with a particular focus on the upcoming