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.
Search the Resource Library using the filters below
Go-To Guide – Superannuation death benefits
We have compiled a Go-To Guide on superannuation death benefits to ensure you are confident in your understanding of the impact of the latest superannuation changes, particularly the introduction of the transfer balance cap,
Go-To Guide – Estate Planning
The SMSF Association has compiled a comprehensive Go-To Guide aimed at highlighting the key issues in SMSF estate planning including: Detailed summaries from recent legal cases Superannuation death benefits Fund and member control featuring LPR,
Go-To Guide – Limited Recourse Borrowing Arrangement (LRBA)
LRBAs continue to be an attractive mechanism to invest more capital in the concessionally taxed superannuation environment. This comprehensive Go-To Guide takes a deep dive look at LRBAs with a strong focus
Go-To Guide: Pensions in an SMSF
Written by Tim Miller SSA, Education Manager, SuperGuardian This Pensions Go-To Guide is a comprehensive toolkit that is aimed at helping you review existing pension arrangements, as well as contemplate
Go-To Guide – Establishment of an SMSF
The SMSF Association has updated their, previously published in 2018, Go-To Guide on the establishment of an SMSF. This comprehensive technical resource will provide you with the steps required to
Go-To Guide – Transfer Balance Account Reporting (TBAR)
The SMSF Association has compiled a new Go-To Guide on TBAR (Transfer Balance Account Reporting) to ensure you are confident in your understanding of the Transfer Balance Cap and event-based reporting
Consolidated Go-To Guides
We have consolidated all previous editions of Go-To Guides regarding the latest superannuation changes to help you assess which measures will affect your clients from 1 July 2017. This consolidated edition of
Go-to Guide – Other Superannuation measures
We have compiled a Go-To Guide on other Superannuation measures to help you assess which measures will affect your clients from 1 July 2017. Key advice issues regarding the latest changes have
Go-To Guide – CGT relief
We have compiled a Go-To Guide on CGT relief to help you elect to reset the cost base of assets that will no longer be eligible to support superannuation income streams in retirement phase
Go-To Guide – Transition to retirement pensions
We have compiled a Go-To Guide on transition to retirement pensions to help you navigate the loss of the tax-exempt treatment of earnings on assets that support a transition to
Go-To Guide – $1.6 million Transfer Balance Cap
We have compiled a Transfer Balance Cap Go-To Guide to help you navigate all the recent changes made by the Government regarding the $1.6 million transfer balance cap. Key advice issues regarding the
Go-To Guide – Contributions
We have compiled a Contributions Go-To Guide to help you navigate all the recent changes made by the government. We have highlighted the key advice issues regarding concessional and non-concessional