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.
Technically Speaking Articles
Detailed articles produced by our Technical Team, for education on current topics.
CPD available within the 3 months of the resource’s release.
White Label Documents
Our white label documents are designed to make light-work of sharing your expertise.
Simply add your company details and provide to clients.
Past Event Presentations
View past presentations, and accompanying technical papers, delivered by industry experts at our previous national events.
Go-To Guides
Written by our expert Technical Team, these are quick reference, multi-chapter documents that provide you with everything you need to know on a topic.
Search the Resource Library using the filters below

Do you know your ABCs as well as your TSB and TBC?
Technical Summit 2023 The new announced tax on those with TSBs greater than $3m+ places even more importance on the exact method in which TSBs are calculated. A relevant related

SMSF legislative update: What you need to know
Technical Summit 2023 In this legislative update Peter Burgess provides an expert analysis of recent legislative changes that have been enacted and those changes which have been announced but not

SMSFs: Adjusting to a new tax
Technical Summit 2023 While not all SMSF clients will be subject to the new tax on earnings for balances over $3m, it is clearly a major issue for our industry.

Tech Files: Contribution Standards
Superannuation and change often go hand in hand and in recent years there have been significant developments regarding the acceptance and taxation treatment of contributions. Nonetheless, the tax concessions from

Technically Speaking: End of financial year essentials 2023
With 30 June 2023 just around the corner, now is a great time to get across your clients’ past, current, and future contributions to maximise contribution opportunities. It is also

2023/24 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Print it out, have it pinned up and refer to it regularly for a comprehensive look at the 2023/24 financial

2023-24 Federal Budget Update
The 2023-24 Federal Budget has been handed down this evening by Treasurer Jim Chalmers. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to

Technically Speaking: Taking a deep dive into the world of non-concessional contributions
With the pending increase to the General Transfer Balance Cap (TBC) expected from 1 July 2023 and the associated bring-forward thresholds also set to increase, now is a great time

White Label Document: Technical Newsletter – Edition 1
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are

Academic Paper | SMSF Sector Performance 2020-2021
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on financial statement

Fact Sheet | SMSF Sector Performance 2020-2021
The SMSF Association engaged the University of Adelaide to examine the overall financial performance of self-managed super funds (SMSFs) compared to APRA-regulated funds. This joint research venture is based on

Death and taxes – BEE-yond the grave
National Conference 2023 Whilst death and taxes are both inevitable, SMSFs offer unique opportunities that can assist in reducing tax payable on superannuation death benefits. In this session we will review