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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Super Access Simplified: Tackling the Complexities of Conditions of Release
National Conference 2025 While many of the conditions of release that allow fund members to access their super have remained unchanged for years, several areas continue to cause confusion. In
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
Understanding NALI & NALE- The New Rules in Practice
National Conference 2025 This in-depth workshop will tackle the complexities of Non-Arm’s Length Income (NALI) and Non-Arm’s Length Expenditure (NALE), following recent legislative changes and updated ATO guidance. Using real
Maximising SMSF Contributions – A Deep Dive into Strategic Opportunities
National Conference 2025 With the relaxation of contribution rules and a constantly evolving legislative landscape, new opportunities and challenges continue to arise for SMSF members seeking to enhance their retirement
Beyond the Farm Gate: Deep Dive into Primary Production Land and SMSFs
National Conference 2025 This session takes a deep dive into the unique challenges of managing primary production land within SMSFs. Attendees will explore the complexities associated with owning primary production
Should We Tell Mum Before She Finds Out?: Voluntary Disclosure and Trustee Disqualification
National Conference 2025 Join Neal and Victoria, to learn how SMSF professionals can proactively navigate complex ATO compliance issues. Discover when trustees should make voluntary disclosures, how early action can
Regulators’ Update: A Q&A with the ATO & ASIC
National Conference 2025 This Q&A session with key representatives from the ATO and ASIC offers a unique opportunity to hear directly from the regulators shaping the SMSF landscape. Facilitated by
Mental Health Matters
National Conference 2025 Tim uses storytelling, science, and a healthy dose of humour to share how tackling his own mental health challenges led him to a purpose he never could
Staying in Your Lane: Demarcating Professional Roles in SMSF Advice
National Conference 2025 As the lines between accounting, legal, and financial advice become increasingly blurred, it’s essential to understand where your professional role begins and ends. This session explores the
Smart SMSF Strategies: Optimising Investment Portfolios and Tax Efficiency
National Conference 2025 Drawing on the latest analysis and investment trends, Betashares Senior Investment Strategist, Cameron Gleeson outlines the different approaches SMSFs are using to build and maintain investment portfolios.
Auditor Litigation Risks: Case Studies and Audit File Lessons
National Conference 2025 This session explores the litigation risks faced by SMSF auditors, using real-life case studies and lessons from audit files. Attendees gained practical insights into common legal pitfalls,