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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Performance Brief | SMSF Sector Performance 2021-2022
The SMSF sector outperforms the APRA fund sector during the 2021-2022 financial year. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2021-2022
A cyber incident – The wake up call no professional firm wants
National Conference 2024 Don’t let a cyber incident turn into a disaster for your firm. This session delves into the triple pillars of cybersecurity— the technology setup, team training, and
Strategies for successful aged care planning
National Conference 2024 This session will take a practical look at how to successfully provide aged care advice, in an interactive workshop setting. Looking beyond just the rules and available
Compliant or contentious? Managing and auditing related party transactions
National Conference 2024 It’s not uncommon for SMSFs to transact with related parties. Unfortunately, it’s also not uncommon for things to go wrong leading to adverse tax and super law
Wholesale clients and superannuation: Decoding the law and busting the myths
National Conference 2024 In an increasingly complex regulatory landscape, understanding the nuanced differences between retail and wholesale clients under the financial services laws is crucial for professionals in the SMSF
Crafting legacies: Estate planning beyond the SMSF
National Conference 2024 This session will explore why certain clients may benefit from estate planning solutions outside the scop of SMSFs, especially those facing potential family or estate disputes and
Game on or game over: The pitfalls of SMSFs investing in overseas assets
National Conference 2024 Investing in overseas assets offers SMSF trustees opportunities for diversification, but it comes with unique challenges that require careful planning. This session focuses on key considerations ranging
Bulletproof practices: Best practices for trustees exercising discretion
National Conference 2024 This session will consider in detail trustee considerations when exercising their discretion powers and how to avoid challenges to discretionary decisions. This includes: What it means to
Talent triumph: How to attract, cultivate and retain top staff
National Conference 2024 This session is designed for a diverse audience of professionals focusing on the following key areas: Attracting New Talent: Leveraging your firm’s unique selling points to attract
SMSF lending and refinancing through the eyes of a lender
National Conference 2024 This session will address the complex landscape of SMSFs entering and re-financing Limited Recourse Borrowing Arrangements (LRBAs) from the perspective of the lender. Richard will also cover
Shaping tomorrow’s adviser – Disruption, AI and generational shifts
National Conference 2024 The advice profession be it accounting or financial advice is likely to be an attractive profession to be a part of over the next 10 years. Following
Harvesting opportunities: The ins and outs of farming assets in SMSFs
National Conference 2024 This session delves into the intricacies of incorporating farming assets into an SMSF’s investment strategy. Katie kicks off the discussion by exploring the unique opportunities and risks