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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Property and SMSFs
Directly held property makes up approximately 19% of all SMSF assets, indicating SMSF trustees find it an important part of a diversified SMSF investment portfolio. Ensure your SMSF clients are
New reporting requirements for superannuation pensions
Based on consultation with the SMSF Association and industry, the ATO have confirmed a significant permanent carve out of reporting to the ATO for SMSFs with individuals who have less
Trust deeds in the new SMSF world
It is vital that your SMSF clients’ trust deeds have been reviewed with a consideration that they comply with the new approaches and strategies as a result of the latest super
The $1.6 million transfer balance cap – what does it mean for you?
The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst those changes was the introduction of a $1.6 million transfer balance cap which limits
The changes are here – navigate the Government’s new super rules with our support
On Wednesday 23 November 2016 the Government’s superannuation legislation was passed by the Parliament making the superannuation changes it originally announced in the 2016 Federal Budget law. The changes are
Collectables and personal-use asset rules are changing
With the 30 June 2016 end date for the collectable and personal-use asset grandfathering rules just around the corner, it is critical that SMSF trustees holding any of these assets
SMSFs and Property Investments
Recent media has focussed on the risks of investing in geared property by self-managed superannuation funds (SMSFs) and whether it is really the right long-term decision for a member’s retirement.