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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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,
Is It Really BRP? Exploring the Complexities of Business Real Property
National Conference 2025 Defining business real property (BRP) is crucial for compliance in SMSFs, yet determining whether a property meets the criteria can be complex. Since the publication of SMSFR
Evidencing SMSF Market Valuations
National Conference 2025 In this session, Bryce addresses the critical issues surrounding evidencing market value for SMSFs. Attendees learnt what the ATO expects when auditing approved SMSF auditors and how
Super Mastermind
National Conference 2025 Hosted once again by quiz master Craig Day, this fun and fast-paced session tests your superannuation knowledge across a wide range of topics. Using an interactive, game-based
Steering Through Change: Recent Legislative Changes and What to Expect in 2025
National Conference 2025 We kicked off National Conference 2025 on a high note with our traditional fast-paced, high-energy legislation update session, presented by SMSF Association CEO, Peter Burgess. In this
Ensuring Continuity: Managing SMSFs Amid Capacity Challenges
National Conference 2025 Anna Hacker, Client Director at Pitcher Partners and Accredited Specialist in Wills & Estates (LIV), with a particularly interest in elder law and abuse, reviews what happens
In Conversation with the ATO – SMSF Auditor Edition
This In Conversation with the ATO is hosted by the SMSF Association’s Head of Technical, Mary Simmons and features Paul Delahunty, Acting Assistant Commissioner at the ATO’s SMSF Branch. Paul
Endgame strategies: Resolving death benefit challenges
Technical Summit 2024 By watching this Keynote session you will: Understand the common deficiencies in the death benefit process, conflict issues, trustee good faith duties, and SMSF documentation problems that
Future-proofing SMSFs: Effective death benefit planning
Technical Summit 2024 By watching this workshop session you will: Understand the interaction between tax laws and superannuation requirements when an SMSF member dies and build an awareness of trustee
Navigating ethics: The good, the bad and the AI
Technical Summit 2024 By watching this technical session you will: Gain practical insights and guidance through the use of case studies to apply the Financial Planners and Advisers Code of
Blended family SMSFs: Structuring for success
Technical Summit 2024 By watching this workshop session you will: Understand the unique challenges and potential pitfalls associated with managing SMSFs in blended families. Formulate effective strategies for different family
Accessing super benefits: Loans vs illegal early release vs mistakes
Technical Summit 2024 By watching this technical session you will: Learn to identify and distinguish between prohibited loans, illegal early releases, and common trustee mistakes when members access super benefits.