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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2024/25 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2024/25 financial year’s rates, caps, thresholds and more. A3 –
2024-25 Federal Budget Update
The 2024-25 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Technical Manager, Fabian Bussoletti, was in Canberra and attended the key stakeholder Lock Up.
Estate planning: The grand finale
Technical Summit 2023 We wrapped up the 2023 Technical Summit with a high energy estate planning update presented by Scott Hay-Bartlem. With estate planning litigation on the rise, join Scott
Death benefits: Don’t let them come back to haunt you
Technical Summit 2023 We often hear about taking money out of super to avoid taxes being paid by adult children on their parent’s death benefit in circumstances when the parent
Marriage breakdown: Is there a new happily ever after?
Technical Summit 2023 When establishing and running an SMSF, we often spend a great deal of time planning for incapacity and death, and how this can be managed to protect
Don’t get PLD: Pension, Lump-Sums and Death
Technical Summit 2023 Australian’s love superannuation due to the tax concessional treatment, and that is more so when they then have the opportunity to access their benefits for retirement, one
Why compliance and technical go hand-in-hand
Technical Summit 2023 In this workshop, Mark Ellem presents case studies for attendees to consider technical issues that can arise during the preparation of annual financial statements. The case studies
It Depends! The ethics of SMSF advice
Technical Summit 2023 This workshop examined the ethics of SMSF Advice discussing how Advisers can meet the best interest duty in the Corporations Act and the Code of Ethics using
Opening Pandora’s Box of Artificial Intelligence
Technical Summit 2023 This case study based keynote will provide practical and actionable ideas focused on the second order consequences learnt by View (often the hard way) over the last
All eyes on the family home
Technical Summit 2023 The rising cost of living and housing crisis has led families to rethink the role of the family home – with all eyes on how it can
Contributions: A smorgasbord of opportunity (and complexity)
Technical Summit 2023 With the contribution rules relaxed new opportunities are available for members to supercharge their retirement savings provided they understand the rules to avoid costly mistakes. This is
BRP: Botched Related Party transactions
Technical Summit 2023 It’s not uncommon for SMSFs to transact with related parties. Unfortunately it’s also not uncommon for things to go wrong leading to adverse tax and super law