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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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Part two of a three-part series to support members navigate the complexities associated with legacy pensions, particularly in light of new and proposed legislative changes. Click here to read Part
Part one of a three-part series to support members navigate the complexities associated with legacy pensions particularly in light of new and proposed legislative changes. From 5 April 2022, new
We are seeing an increase in the number of member queries on the application of the wholesale investor regime for SMSFs. In particular, the use of accountant’s certificates under the
With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks to ensure everything is in order for your SMSF clients
There are several superannuation changes that come into effect on 01 July 2022, which were originally announced in the 2021 Federal Budget. These changes may impact SMSF trustees with their ability
National Conference 2022 Learn about six member funds from changes, reasons, trustee issues, deed issues, investment strategy and more! The contents of this resource are taken to be correct at
National Conference 2022 This session will outline some of the issues that arise when SMSF’s own property and will provide practical steps on how to avoid non compliance. The session
National Conference 2022 With the quality of financial advice review set to commence, join our experienced and highly credentialed panel as they discuss why we need to cut complexity and
National Conference 2022 Since 1 July 2017, there have been changes that impact the calculation of exempt current pension income (ECPI), including the ATO publishing their view on the workings
Does your clients’ SMSF investment performance measure up? Is Your Future from Your Super up to scratch?
National Conference 2022 2021 saw the first release of the Your Future Your Super (YFYS) performance test. This resulted in nearly a million people being informed their existing super fund