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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Why BEE in an SMSF? Latest strategies in 2023
National Conference 2023 So many of the best superannuation strategies are ideally suited to clients with SMSFs. In this session, we will explore the latest opportunities, the important steps to
What’s driving success in Australian advice practices today?
National Conference 2023 Through the work they do with practice principals, licensees and product/platform providers, Business Health has compiled the pre-eminent benchmarking dataset available in the Australian advice community. The
Houston, we have a problem – SMSFs, incapacity and Financial Advisers
National Conference 2023 The effect of the incapacity of trustees or members of an SMSF is not just an issue for the SMSF and their continuing compliance status. It is
Protecting the hive – The BEEkeeper’s scrum!
National Conference 2023 Join the ATO’s Deputy Commissioner – Superannuation & Employer Obligations, Emma Rosenzweig and ASIC’s Senior Executive Leader – Financial Services & Wealth Group, Leah Sciacca, for an
Contribution strategies – BEE innovative
National Conference 2023 The super contribution rules were significantly relaxed on 1 July 2022, creating new and further opportunities for many super fund members. For super fund members aged 67 to
Digital Assets and SMSFs – BEE alert or BEE alarmed
National Conference 2023 Holding digital assets in SMSFs is all the buzz (or at least was, up until the recent price crashes)! However, holding digital assets in SMSFs is not
Resistance is futile: Minimising the harm should your business suffer a cyber breach
National Conference 2023 Cybersecurity and data breaches continue to dominate headlines, with mega-breaches impacting large Australian organisations. Unfortunately, these mega-breaches hide the fact that smaller businesses, which are not as
Insolvency & Protecting the SMSF honey pot
National Conference 2023 Asset protection is a key consideration for any business or investment structure. Discretionary trusts are often the preferred vehicle. But do SMSFs offer better financial security before
Unit Trusts IssueZZZ
National Conference 2023 This session will address the technicalities and the practicalities of SMSFs investing in unit trust structures including: Five crucial tips to ensure that SMSF investments in unit
BEE ethical
National Conference 2023 The SOA, among other financial advice disclosure obligations, aims to ensure that your clients receive good quality advice and are able to make informed decisions. So why
BEE-haviour in a world of uncertainty
National Conference 2023 SMSF trustees face large, multifaceted uncertainty. For example, at a macro-level, how will geopolitical and economic issues impact their investment returns? And at a more personal level,
Strategies to fund the aged care hive
National Conference 2023 Aged care advice is all the buzz – with an ageing population, increasing frailty and transformation of aged care services. With any move in homes (or hives),