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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Shaping tomorrow’s adviser – Disruption, AI and generational shifts
National Conference 2024 The advice profession be it accounting or financial advice is likely to be an attractive profession to be a part of over the next 10 years. Following
Harvesting opportunities: The ins and outs of farming assets in SMSFs
National Conference 2024 This session delves into the intricacies of incorporating farming assets into an SMSF’s investment strategy. Katie kicks off the discussion by exploring the unique opportunities and risks
Getting the audit report right
National Conference 2024 This session is tailored for accountants and SMSF auditors, focusing on the finalisation of the annual SMSF audit. Belinda’s session will provide comprehensive guidance on drafting qualified
Navigating the future – How AI is transforming the advice industry
National Conference 2024 In this presentation, we’ll delve into the transformative power of AI within the wealth management industry and uncover the ways it is reshaping how we work and
Adapting to change: Strategies for high net wealth clients
National Conference 2024 The workshop will provide a whole-of-client perspective, covering effective tax planning and asset transfer strategies to help clients navigate the complexities of superannuation and optimize their financial
Navigating the moral compass: Ethics in SMSF advice
National Conference 2024 Moral awareness and recognising issues of moral content or the violation of ethical principles, is a critical first step in the ethical decision-making process. Moral awareness is
From ledgers to lessons: War stories and wins in SMSF annual accounts & audits
National Conference 2024 When preparing annual financial statements for an SMSF there can be many superannuation compliance and income tax issues that arise that need to be considered. In addition,
Deathbed document disasters: Real SMSF cases that went wrong
National Conference 2024 Nobody wants to think about death or talk about death. But helping your clients get it right before death or incapacity is important – it can’t be
$3m Super Tax – Weighing up the alternatives
National Conference 2024 Assuming the proposed Div 296 tax is legislated in its current form, what are the viable options for your clients? Should they leave their funds in excess
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