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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Death of a member – Don’t just wing it
National Conference 2023 Dealing with the death of an SMSF member not only requires the trustee(s) to comply with superannuation law requirements and consideration of tax obligations, but there’s generally
Is your documentation up to it – The next frontier of SMSF disputes and audit traps
National Conference 2023 For many years the focus on SMSF documents has been on binding death benefit nominations. More recently however, the cases have revolved around the effectiveness of other SMSF
A sticky situation or as sweet as honey? Insurance claims, trends and challenges
National Conference 2023 This session examines the trustee obligations in relation to having an insurance strategy for each member of the fund, how these strategy decisions may influence a successful
Global Mo-BEE-lity of super
National Conference 2023 With our global workforce, and particularly many people being trapped in Australia or overseas due to COVID, their superannuation position across multiple jurisdictions has become an increased
BEE-sieged by documentation
There is a growing level of importance being placed on documentation within a SMSF – with challenges of super death benefits, through to the increased expectations by the Regulators and
Looking ahead: Demographic challenges and opportunities
National Conference 2023 As Simon helps us view Australia through the demographic lens, the future becomes much clearer. The skills shortage is here to stay and we must adjust our
Why BEE in an SMSF? Latest strategies in 2023
National Conference 2023 So many of the best superannuation strategies are ideally suited to clients with SMSFs. In this session, we will explore the latest opportunities, the important steps to
What’s driving success in Australian advice practices today?
National Conference 2023 Through the work they do with practice principals, licensees and product/platform providers, Business Health has compiled the pre-eminent benchmarking dataset available in the Australian advice community. The
Houston, we have a problem – SMSFs, incapacity and Financial Advisers
National Conference 2023 The effect of the incapacity of trustees or members of an SMSF is not just an issue for the SMSF and their continuing compliance status. It is
Protecting the hive – The BEEkeeper’s scrum!
National Conference 2023 Join the ATO’s Deputy Commissioner – Superannuation & Employer Obligations, Emma Rosenzweig and ASIC’s Senior Executive Leader – Financial Services & Wealth Group, Leah Sciacca, for an
Contribution strategies – BEE innovative
National Conference 2023 The super contribution rules were significantly relaxed on 1 July 2022, creating new and further opportunities for many super fund members. For super fund members aged 67 to
Digital Assets and SMSFs – BEE alert or BEE alarmed
National Conference 2023 Holding digital assets in SMSFs is all the buzz (or at least was, up until the recent price crashes)! However, holding digital assets in SMSFs is not