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.
Already a member?
Login to your account to access the full Resource Library.
Search the Resource Library using the filters below
Technically Speaking: Legacy Pensions – Death and Reserves
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
Technically Speaking: Legacy pensions and the transfer balance account
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
Technically Speaking: SMSFs and the Wholesale and Sophisticated Investor Rules
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
Technically Speaking: End of financial year essentials 2022
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
2022/23 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Print it out, have it pinned up and refer to it regularly for a comprehensive look at the 2022/23 financial
White Label Document: 1 July 2022 and superannuation contribution changes
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
Six member funds: Good idea or Shakespearian tragedy in the making?
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
Getting particular about property – Leases, COVID relief, intermediary LRBAs
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
The contribution strategy landscape in 2022
National Conference 2022 As always many of the strategies in an SMSF professional’s kit bag involve managing contributions to super. This is also an area that has seen change in
It’s (or is it) the end of the world as we know it?
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
Putting SMSF pensions to the (lie detector) test – An interrogation of the rules
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