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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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
Litigation risk – Intent to influence
National Conference 2023 In today’s plaintiff law firm environment the risk of litigation is writ large (please forgive the pun). Litigation risk management is an important part of the design
Building trust with high net worth clients in volatile markets
National Conference 2023 Volatile markets are a time for advisers to add extraordinary value to their existing High Net worth Clients and to attract new members of the High Net
What happens next with improving the quality, accessiblity and affordability of the provision of financial advice?
National Conference 2023 Michelle Levy will deliver her Quality of Advice Review report to the Government in mid-December. The proposals contained in the report are expected to be far reaching
LRBAs – Avoid the sting
National Conference 2023 LRBAs through an SMSF can be an excellent strategy for creating retirement wealth for members. However, it is crucial they are structured correctly, as not doing so
The BEEkeepers of SMSFs – The ATO & the auditor
National Conference 2023 In this workshop, we will consider the key risks associated with SMSFs from both the Regulator’s and auditor’s perspective to highlight the importance of all relevant parties
BEE-D-BEE-Ns – Don’t get stung
National Conference 2023 The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. Arguably the single most important aspect of
Bee-hold all things pensions
National Conference 2023 The workshop will consider various life stages of pensions and will explore common areas of concern from the perspective of both the members/beneficiaries and internal SMSF processes