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.
Search the Resource Library using the filters below
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
The Regulator’s Update
National Conference 2024 Join the ATO’s Deputy Commissioner – Superannuation & Employer Obligations, Emma Rosenzweig and ASIC’s Senior Executive Leader – Financial Services & Wealth Group, Leah Sciacca, for an
The Younger Generation’s Retirement Roadmap
National Conference 2024 This session navigates the suitability of SMSFs for younger generations, outlining effective strategies to close the gender gap, maximise retirement savings, and long-term investment considerations. Jo will
Level up or get left behind – Take your SMSF compliance skills to a game high
National Conference 2024 Join us for an interactive workshop designed to take a close look at the hot issues that every SMSF auditor needs to have on their radar. Shelley
Optimising the SMSF Journey
National Conference 2024 Whether you’re setting up a new SMSF, taking on a new SMSF client or changing the membership of a fund, this session provides essential guidance to ensure
Understanding TSB and TBC while navigating the $3m cap
National Conference 2024 Through a series of interactive case studies, this session will revisit the TSB and TBC and how they interact with each other, while identifying some of the
Navigating the complex world of SMSF property investments
National Conference 2024 This session, exclusively for specialists, delves deep into the realm of investing in property, focusing on the diverse structuring options available to SMSF trustees. It offers a
Policy shifts and last wishes: The future of death benefits
National Conference 2024 In this closing plenary, Scott will explore various estate planning issues that don’t always make the headlines but are crucially important to the big picture of future
SMSF Technical Pursuit
National Conference 2024 Come along and test the level of your SMSF tech knowledge against the industry. This interactive and (dare we say it) fun keynote session will be hosted
Leading through change – SMSF legislative and technical update
National Conference 2024 See how National Conference 2024 starts on a high, with the traditional fast moving, high energy legislation update session presented by SMSF Association CEO, Peter Burgess. Join
From pressure to performance: Mastering wellbeing
National Conference 2024 This session, presented by Katrina Webb, a leading Wellbeing and Resilience Trainer, offers a vital pivot from technical learning to personal empowerment. In the evolving superannuation and
Technically Speaking: Navigating the Moral Compass – Ethics in SMSF Advice
Our latest technically speaking bulletin, authored by leading industry specialist Nidal Danoun, Executive Director of Prosperity Financial Services, is a must-read for every SMSF specialist seeking to elevate their ethical