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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Staying in Your Lane: Demarcating Professional Roles in SMSF Advice
National Conference 2025 As the lines between accounting, legal, and financial advice become increasingly blurred, it’s essential to understand where your professional role begins and ends. This session explores the
Smart SMSF Strategies: Optimising Investment Portfolios and Tax Efficiency
National Conference 2025 Drawing on the latest analysis and investment trends, Betashares Senior Investment Strategist, Cameron Gleeson outlines the different approaches SMSFs are using to build and maintain investment portfolios.
Auditor Litigation Risks: Case Studies and Audit File Lessons
National Conference 2025 This session explores the litigation risks faced by SMSF auditors, using real-life case studies and lessons from audit files. Attendees gained practical insights into common legal pitfalls,
Is It Really BRP? Exploring the Complexities of Business Real Property
National Conference 2025 Defining business real property (BRP) is crucial for compliance in SMSFs, yet determining whether a property meets the criteria can be complex. Since the publication of SMSFR
Evidencing SMSF Market Valuations
National Conference 2025 In this session, Bryce addresses the critical issues surrounding evidencing market value for SMSFs. Attendees learnt what the ATO expects when auditing approved SMSF auditors and how
Super Mastermind
National Conference 2025 Hosted once again by quiz master Craig Day, this fun and fast-paced session tests your superannuation knowledge across a wide range of topics. Using an interactive, game-based
Steering Through Change: Recent Legislative Changes and What to Expect in 2025
National Conference 2025 We kicked off National Conference 2025 on a high note with our traditional fast-paced, high-energy legislation update session, presented by SMSF Association CEO, Peter Burgess. In this
Ensuring Continuity: Managing SMSFs Amid Capacity Challenges
National Conference 2025 Anna Hacker, Client Director at Pitcher Partners and Accredited Specialist in Wills & Estates (LIV), with a particularly interest in elder law and abuse, reviews what happens
Performance Brief | SMSF Sector Performance 2022-2023
SMSFs outperformed APRA funds over the 5-year period. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2022-2023 Performance
Academic Paper | SMSF Sector Performance 2022-2023
This research note presents findings from a joint venture between the SMSF Association and the University of Adelaide’s International Centre for Financial Services (ICFS). The underlying work examines the financial
White Label Document: Technical Newsletter – Edition 6
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
Technically Speaking 92: Arm’s Length Matters: Navigating Section 109 with Confidence
Recent amendments to section 295-550 of the Income Tax Assessment Act 1997 have reignited discussions on the application of arm’s length principles to SMSFs. While these recent changes specifically address