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.
Search the Resource Library using the filters below
SMSF Week 2020 | White label document: How much money do you need to start an SMSF?
In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research released as part of SMSF Week 2020, provides insights into the true costs
Your 2020 End of Financial Year (EOFY) considerations
The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder
COVID-19: Negative returns – looking for the positive?
If your SMSF has experienced some negative returns, there may be an opportunity to ensure member benefits are restored in the most tax effective manner. Particularly if members are approaching
White label document: COVID-19 – Providing concessions for the LRBA in my SMSF
If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA with relief under an
COVID-19 – Providing rental relief for the tenant in my SMSF property
If your SMSF has a property and a tenant in financial distress, you may be able to provide your tenant with rental relief under an agreed commercial arrangement. This may
COVID-19 – Early access of superannuation
31 March 2020 You may be aware that the Government recently announced measures that allow individuals affected by the economic impacts of COVID-19 access a limited amount of their superannuation
COVID-19 – The Government’s economic stimulus packages explained
Over the past two weeks the Government has announced two economic stimulus packages to cushion the economic impact of the Coronavirus. A total of $189 billion is being injected into
Superannuation death benefit limitations
Your SMSF clients need to be aware of the strict rules that apply, affecting who can receive a death benefit, the form in which it is paid and timing of
White label document: When did you last review your SMSF’s investment strategy?
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their
Insurance changes as of 1 July 2019
In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. At
Coalition wins third term
The Coalition Government has been re-elected in the 2019 Federal Election over the weekend, with a small majority of seats in the House of Representatives, after taking a policy of
The Major Parties’ Superannuation and Tax Policies
Prime Minister Scott Morrison has announced the Federal Election will be held on Saturday 18 May 2019. In the lead up to the nation heading to the polls, we have