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.
The Resource Library is only available to Associate, Specialist, Fellow and Retired Members. If you wish to gain access to the resources, please visit the Membership page for more information.
Search the Resource Library using the filters below
Family Law and super developments
National Conference 2022 This session will start with a brief refresher on the different statutes for the splitting of super together with the operating standards and obligations on the part
SMSF emerging issues – What the research says
National Conference 2022 The session will cover an overview of the top SMSF compliance issues the ATO will be focusing on in the 2021–2022 financial year, key findings from recently
Retirement strategies and sequencing risks – Are SMSFs up to the challenge?
National Conference 2022 This session will examine how to construct retirement income strategies for SMSF retirees that align with and build on the objectives of the retirement income covenant and
Navigating state and territory land tax and duty issues
National Conference 2022 When real property is held in a superannuation fund, the trustees must navigate the relevant state and territory land tax and duty issues that are unique to
Auditing the conference – Stocktake & mitigating audit risks arising from various conference sessions
National Conference 2022 Covering examples of issues raised by other presenters at the conference, this workshop gives a detailed review of the audit risks, issues and procedures required to ensure
How to maximise your after tax proceeds using CGT small business concessions (and get more into your SMSF)
When selling your business (or helping your clients to sell theirs) it is critically important to know what capital gains tax concessions might be available. The small business CGT concessions
Structuring SMSFs dealings with related parties
National Conference 2022 In this workshop we will consider some popular technical and practical issues for an SMSF dealing with related parties. We will examine and learn from case studies
SMSFs and cognitive decline – Evidencing your client’s informed consent
National Conference 2022 This session gives practitioners a grounding in responding early to impaired decision making in any context and introduces practitioners to cognitive responsive interviewing and client onboarding. This
The SMSF estate planning narrative – Joining the dots and bringing it all together with common conference themes and other current SMSF estate planning issues
National Conference 2022 There are many estate planning decisions that have an impact on how we run SMSFs, and many decisions for SMSFs that impact members’ estate planning. So, it
Digital disruption & cybersecurity
National Conference 2022 Before the pandemic there was a lot of talk about Digital Transformation and in the main it was about long time frames and big budgets. When the
Insurance policies and proceeds in an SMSF
National Conference 2022 Arranging insurance inside an SMSF sound easy, until you consider the potential complexities to be addressed, including: which entity or account pays the premium and receives the
Structuring SMSFs dealings with related parties
National Conference 2022 In this workshop we will consider some popular technical and practical issues for an SMSF dealing with related parties. At the end of this session, you will