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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In Conversation with the ATO – SMSF Auditor Edition
This SMSF Audit Day 2025 bonus session is hosted by the SMSF Association’s Head of Technical, Mary Simmons and features Kellie Grant, Director of SMSF Approved Auditors at the Australian Taxation Office. https://vimeo.com/1131177541/e891960e92?share=copy&fl=sv&fe=ci The
Accessing super benefits: Loans vs illegal early release vs mistakes
Technical Summit 2024 By watching this technical session you will: Learn to identify and distinguish between prohibited loans, illegal early releases, and common trustee mistakes when members access super benefits.
The ageing reality: Essential insights for SMSF professionals
Technical Summit 2024 By watching this keynote session you will: Build an awareness of the critical advice and ethical considerations when working with older clients entering the frailty period of
2025/26 Super Reference Guide
Our Super Reference Guide is a must-have for your office. Refer to it regularly for a comprehensive look at the 2025/26 financial year’s rates, caps, thresholds and more. A3 –
2025-26 Federal Budget Update
The 2025-26 Federal Budget has been handed down this evening by Treasurer, Jim Chalmers. The Association’s Head of Policy and Advocacy, Tracey Scotchbrook, was in Canberra and attended the key
Supercharging Client Acquisition by Improving Value Perceptions
National Conference 2025 The concepts of “value perceptions” and “value for money” often lack clarity, making them challenging to translate into meaningful action. Simply acknowledging that a service offers good
SMSF War Stories from the Death Bed
National Conference 2025 When a client passes, professional advisors are often left to navigate the complexities of their SMSF, but even the best intentions can sometimes lead to unforeseen complications.
SMSF Rental Properties: Tax, Compliance, Planning Tips and Traps
National Conference 2025 Managing rental properties within an SMSF comes with unique complexities, and even experienced SMSF professionals can face challenges. In this session, we break down the key tax,
Growing Your SMSF Practice: Strategies for Collaboration and Success
National Conference 2025 This session is designed to help you build and grow successful SMSF businesses by focusing on collaboration, communication, and innovation. Attendees explored how advisers and accountants can
Winding Up Wisely: Strategies for Exiting an SMSF
National Conference 2025 Exiting an SMSF is a critical decision that requires thoughtful planning and having a clear exit strategy is an essential part of setting up an SMSF, as
Protecting the Vulnerable: Elder Assistance or Abuse?
National Conference 2025 SMSF professionals are often placed in a challenging position when family dynamics blur the line between providing genuine assistance and potential elder abuse, particularly when dealing with
Advice Evolution: The Future of Financial Advice
National Conference 2025 Join renowned industry expert Ben Marshan as he explores the transformative changes brought about by the Quality of Advice Review, with a particular focus on the upcoming