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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Changing times, emerging trends
National Conference 2024 In this session, Social Analyst Mark McCrindle will offer valuable insight into the technological, global, financial, generational and social shifts shaping the future of the finance industry.
$3m Super Tax – Beyond the doom and gloom
National Conference 2024 Don’t let a new tax on super scare you off one of the best retirement savings vehicles ever invented – an SMSF. There’s no doubt the new
SG, contractors, employees and Fair Work insights
National Conference 2024 This session will provide an up to date overview of the evolving landscape in employee and contractor classifications, including recent Fair Work Act changes, recent case law
Navigating SMSF Life Insurance: Legislative Compliance, Regulatory Guidance, and Comparative Analysis
National Conference 2024 In the ever-evolving landscape of Self Managed Superannuation Funds (SMSFs), accountants and financial advisers face a complex web of legislative requirements, regulatory interpretations, and diverse life insurance
They’ve gone rogue – Your risks, remedies and when and how to run away
National Conference 2024 Dissolution, death, disability or divorce all lead to a debacle and potential rogue trustees, beneficiaries and professionals. They all present a danger to you, their co-members, their
Blueprint for success: Elevate your professional services firm
National Conference 2024 Explore strategies to streamline, improve efficiency and enhance your professional service firm. Selin & Conrad will guide you through a practical ‘Health Check’ for your business, pinpointing
Unlocking the complexities of retirement strategies
National Conference 2024 This session is essential for those looking to navigate the complex landscape for SMSF members approaching retirement. The goalposts for commencing and running a pension in an
Mastering aged care essentials
National Conference 2024 This session is designed to equip professionals advising on SMSFs with the knowledge and tools to initiate conversations around aged care advice. Sean is an expert in
Q ’n’ A ‘n’ R: Deep diving into the latest on the Quality Advice Review
National Conference 2024 Questions, Analysis, Review. Whilst seeing movement on the Government’s response to the Quality of Advice Review is a positive, are the developments all positive and achieving the
On the front line: Confronting SMSF threats and shaping policy
National Conference 2024 This session will focus on identifying and understanding the imminent threats and upcoming policy changes affecting the superannuation industry. It will also examine the shifts from both
Taking SMSF contribution strategies to the next level
National Conference 2024 Whilst 1 July 2022 changes opened up the contribution landscape considerably with the removal of the work test for personal contributions prior to age 75, the transfer
Are you prepared for the death of a client?
National Conference 2024 Navigating the intricacies of SMSF management upon a member’s death is a daunting yet inevitable task. This session is designed to arm practitioners with the know-how to