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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Contributions gone wrong
National Conference 2023 1 July 2022 was a pivotal date as it opened up the opportunities for many more superannuation fund members to make contributions to their fund. Whilst the
Finfluencers and the future of advice
National Conference 2023 Financial influencers (aka ‘Finfluencers’) have made ‘making money’ a mainstream topic of conversation. With rapid advancements in technology, Finfluencers have utilised different channels such as podcasts or
Passing the worker bee test
National Conference 2023 Gainful employment remains a key superannuation concept which applies in a range of different situations, such as from making personal deductible contributions to accessing benefits upon retirement.
The policy buzz
National Conference 2023 In this session, we will discuss the Association’s policy and advocacy work over the past 12 months and the key policy issues for the SMSF sector over
Keeping the colony strong – Not everyone BEE-longs in an SMSF
National Conference 2023 When the buzzing in the hive gets to fever pitch it may be time for unhappy members to swarm and make a new one. When it comes
NALI & NALE = a nasty sting
National Conference 2023 This presentation will bring your current understanding of non-arm’s length income (NALI) and the changes introduced with effect from 1 July 2018 (i.e., non-arm’s length expenses, NALE)
The Deed – The Queen BEE of an SMSF
National Conference 2023 “While the superannuation law sets out the compliance rules for an SMSF, the trust deed is the ‘bee’ all and end all for a particular SMSF and
SMSFs and member capacity: How to best protect and serve your clients (and yourself)
National Conference 2023 This session aims to provide practical tools and concrete strategies to deal with member capability issues, in particular: How practitioners should assess and document a client’s capacity
What lies BEE-yond the horizon
National Conference 2023 Watch National Conference 2023 start on a high, with the traditional fast moving, high energy legislation update session presented by Deputy CEO / Director of Policy &
Death, taxes and SMSFs – Protecting the hive when the queen dies
National Conference 2023 Death and taxes are an inevitability in SMSFs, and with an ageing population it is something that is becoming more common to deal with, often on short
Retirement investment strategies – A hivemind approach
National Conference 2023 As members enter retirement it is important to ensure the SMSF investment strategy considers the impact of paying out benefits to members and the risks involved in
Got a BEE in your bonnet – What’s new in estate and superannuation litigation and how it effects SMSFs?
National Conference 2023 Litigation involving estate planning and superannuation is continuing to expand. Whether you are advising on estate planning and SMSFs, trustee obligations in paying a death benefit or