Resource Library

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.

Technically Speaking Articles

Detailed articles produced by our Technical Team, for education on current topics. 

CPD available within the first month of the resource's release.

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White Label Documents

Our white label documents are designed to make light-work of sharing your expertise.

Simply add your company details and provide to clients. 

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Past Event Presentations

View past presentations, and accompanying technical papers, delivered by industry experts at our previous national events. 

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Go-To Guides

Written by our expert Technical Team, these are quick reference, multi-chapter documents that provide you with everything you need to know on a topic. 

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Presentations

BEE-haviour in a world of uncertainty

National Conference 2023 SMSF trustees face large, multifaceted uncertainty. For example, at a macro-level, how will geopolitical and economic issues impact their investment returns? And at a more personal level,

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Presentations

Contributions gone wrong

National Conference 2023 1 July 2022 was a pivotal date as it opened up the opportunities for many more superannuation fund members to make contributions to their fund. Whilst the

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Presentations

Finfluencers and the future of advice

National Conference 2023 Financial influencers (aka ‘Finfluencers’) have made ‘making money’ a mainstream topic of conversation. With rapid advancements in technology, Finfluencers have utilised different channels such as podcasts or

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Presentations

Passing the worker bee test

National Conference 2023 Gainful employment remains a key superannuation concept which applies in a range of different situations, such as from making personal deductible contributions to accessing benefits upon retirement.

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Presentations

The policy buzz

National Conference 2023 In this session, we will discuss the Association’s policy and advocacy work over the past 12 months and the key policy issues for the SMSF sector over

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Presentations

NALI & NALE = a nasty sting

National Conference 2023 This presentation will bring your current understanding of non-arm’s length income (NALI) and the changes introduced with effect from 1 July 2018 (i.e., non-arm’s length expenses, NALE)

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Presentations

What lies BEE-yond the horizon

National Conference 2023 Watch National Conference 2023 start on a high, with the traditional fast moving, high energy legislation update session presented by Deputy CEO / Director of Policy &

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