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
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
How Digital Transformation will Change Work and Business Forever
National Conference 2025 Your mobile phone has the power of what 20 years ago was the most powerful supercomputer in the world. Artificial Intelligence can already do multiple aspects of
On the Horizon: Navigating Future Strategic Opportunities
National Conference 2025 This plenary explores the evolving landscape of SMSFs, focusing on the emerging challenges and opportunities for SMSF members and the professionals who advise them. Join Meg in
Super Mastermind
National Conference 2025 Hosted once again by quiz master Craig Day, this fun and fast-paced session tests your superannuation knowledge across a wide range of topics. Using an interactive, game-based
Steering Through Change: Recent Legislative Changes and What to Expect in 2025
National Conference 2025 We kicked off National Conference 2025 on a high note with our traditional fast-paced, high-energy legislation update session, presented by SMSF Association CEO, Peter Burgess. In this
Ensuring Continuity: Managing SMSFs Amid Capacity Challenges
National Conference 2025 Anna Hacker, Client Director at Pitcher Partners and Accredited Specialist in Wills & Estates (LIV), with a particularly interest in elder law and abuse, reviews what happens
Performance Brief | SMSF Sector Performance 2022-2023
SMSFs outperformed APRA funds over the 5-year period. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2022-2023 Performance
Academic Paper | SMSF Sector Performance 2022-2023
This research note presents findings from a joint venture between the SMSF Association and the University of Adelaide’s International Centre for Financial Services (ICFS). The underlying work examines the financial
White Label Document: Technical Newsletter – Edition 6
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
Technically Speaking 92: Arm’s Length Matters: Navigating Section 109 with Confidence
Recent amendments to section 295-550 of the Income Tax Assessment Act 1997 have reignited discussions on the application of arm’s length principles to SMSFs. While these recent changes specifically address
Technically Speaking 91: Understanding the Transfer Balance Cap series – Dealing with an excess transfer balance
Dive into our ongoing technical bulletin series that unpacks the complexities of the Transfer Balance Cap (TBC) regime. Throughout this Understanding the Transfer Balance Cap series we’ve laid some foundational
Technically Speaking 90: Understanding the Transfer Balance Cap series – TBC Credits arising from LRBAs and Notional Earnings
Dive into our ongoing technical bulletin series that unpacks the complexities of the Transfer Balance Cap (TBC) regime. In this latest instalment, we explore the impact of Limited Recourse Borrowing