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.
The Resource Library is only available to Associate, Specialist, Fellow and Retired Members. If you wish to gain access to the resources, please visit the Membership page for more information.
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Listed Investment Companies (LICs), ETFs and more – Understanding the important differences between investment structures
Technical Summit 2022 Listed Investment Companies have been assisting advisers and investors to grow their wealth for close to 100 years; since the listing of Whitefield (WHF) in 1923. Since
A day in the sun with our Tech Team
Technical Summit 2022 Come along and be part of this interactive session as the SMSF Association’s technical experts share some of the most popular real life, technical questions, submitted by
Lifeguarding your SMSF for the next generation
Technical Summit 2022 With proper planning, SMSFs can be a very effective vehicle to transfer wealth across generations. How do you create an effective intergenerational strategy, particularly where parties are
Estate planning sandbox: What will you find?
Technical Summit 2022 This session is designed to consider key recent changes impacting SMSF estate planning, as well as revisiting and reviewing some ‘age old chestnuts’ so that all attendees
Seas the day: strategy landscape post 1 July
Technical Summit 2022 This session explores the different retirement funding opportunities and issues stemming from the recent 1 July 2022 work test changes as well as from other important legislative
Slip, slop, slap: hit the surf with confidence
Technical Summit 2022 A legislative update like no other! Delivered by SMSF Association Deputy CEO / Director of Policy & Education, Peter Burgess, this session will provide an update on
Technically Speaking: Legacy Pensions – Market Linked Income Streams
The final bulletin of our three-part series to support members navigate the complexities associated with legacy pensions, particularly in light of new and proposed legislative changes. Click here to view
Go-To Guide – Limited Recourse Borrowing Arrangement (LRBA)
LRBAs continue to be an attractive mechanism to invest more capital in the concessionally taxed superannuation environment. This comprehensive Go-To Guide takes a deep dive look at LRBAs with a strong focus
Technically Speaking: Legacy Pensions – Death and Reserves
Part two of a three-part series to support members navigate the complexities associated with legacy pensions, particularly in light of new and proposed legislative changes. Click here to read Part
Technically Speaking: Legacy pensions and the transfer balance account
Part one of a three-part series to support members navigate the complexities associated with legacy pensions particularly in light of new and proposed legislative changes. From 5 April 2022, new
Technically Speaking: SMSFs and the Wholesale and Sophisticated Investor Rules
We are seeing an increase in the number of member queries on the application of the wholesale investor regime for SMSFs. In particular, the use of accountant’s certificates under the
Technically Speaking: End of financial year essentials 2022
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks to ensure everything is in order for your SMSF clients