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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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
Is your SMSF adequately diversified?
An integral responsibility of SMSF trustees is to ensure they understand diversification and better diversify their investment portfolio within their fund. Are your clients’ funds adequately diversified? Utilise our latest
SMSFs and life events
SMSFs are long-term plans for many individuals and much can happen during this time during illness, incapacity or death of a member. Are your SMSF clients and their funds prepared
2018-19 Federal Budget Update
The Treasurer, Scott Morrison, has handed down the 2018-19 Federal Budget in Canberra this evening. The SMSF Association’s Head of Policy, Jordan George, was in Canberra having spent this afternoon
Personal Superannuation Contributions
Under the new Government changes to super, effective 1 July 2017, the 10% maximum earnings condition for personal superannuation contributions was removed for the 2017-18 and future financial years. Please