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.
Technically Speaking Articles
Detailed articles produced by our Technical Team, for education on current topics.
CPD available within the 3 months of the resource's release.
White Label Documents
Our white label documents are designed to make light-work of sharing your expertise.
Simply add your company details and provide to clients.
Past Event Presentations
View past presentations, and accompanying technical papers, delivered by industry experts at our previous national events.
Go-To Guides
Written by our expert Technical Team, these are quick reference, multi-chapter documents that provide you with everything you need to know on a topic.
Search the Resource Library using the filters below
White Label Document: Technical Newsletter – Edition 5
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
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.
White Label Document: Technical Newsletter – Edition 4
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
White Label Document: Technical Newsletter – Edition 3
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
White Label Document: Technical Newsletter – Edition 2
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
2023-24 Federal Budget Update
The 2023-24 Federal Budget has been handed down this evening by Treasurer Jim Chalmers. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to
White Label Document: Technical Newsletter – Edition 1
This white label newsletter is a round-up of some superannuation changes and key developments that may be relevant to your clients, as trustee of an SMSF. It outlines what changes are
White label document: What is a Director Identification Number (director ID) and do I need one?
You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). The new requirement to obtain a director ID
White label document: Is it a Scam? New data released
Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a ‘trusted’ organisation. However, investment scams occur more often than you
2022-23 October Federal Budget Update – Certainty on SMSF Policy Positions
As expected the October 2022-23 Federal Budget has focused on families, education, health and aged care, energy and affordable housing. From an SMSF perspective it has been a relatively quiet
White Label Document: 1 July 2022 and superannuation contribution changes
There are several superannuation changes that come into effect on 01 July 2022, which were originally announced in the 2021 Federal Budget. These changes may impact SMSF trustees with their ability
2022-2023 Federal Budget Update – A quiet night for SMSFs
The 2022-2023 Federal Budget has been handed down this evening by Treasurer Josh Frydenberg. The Association’s Policy Manager, Tracey Scotchbrook, is in Canberra and attended the key stakeholder lock-up to provide