Resource Library

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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Go-To Guide

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,

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Go-To Guide

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,

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Go-To Guide

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

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Go-To Guide

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

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Go-To Guide

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

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Go-To Guide

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

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