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.
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
Academic Paper | SMSF Sector Performance 2021-2022
This report presents findings from a joint research venture between the SMSF Association and the University of Adelaide’s International Centre for Financial Services (ICFS). The underlying work examines the financial performance of
Performance Brief | SMSF Sector Performance 2021-2022
The SMSF sector outperforms the APRA fund sector during the 2021-2022 financial year. This one-page Performance Brief Fact Sheet outlines the key research observations in an easy to reference document. SMSF Sector Performance 2021-2022
A cyber incident – The wake up call no professional firm wants
National Conference 2024 Don’t let a cyber incident turn into a disaster for your firm. This session delves into the triple pillars of cybersecurity— the technology setup, team training, and
Strategies for successful aged care planning
National Conference 2024 This session will take a practical look at how to successfully provide aged care advice, in an interactive workshop setting. Looking beyond just the rules and available
Compliant or contentious? Managing and auditing related party transactions
National Conference 2024 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
Wholesale clients and superannuation: Decoding the law and busting the myths
National Conference 2024 In an increasingly complex regulatory landscape, understanding the nuanced differences between retail and wholesale clients under the financial services laws is crucial for professionals in the SMSF
Crafting legacies: Estate planning beyond the SMSF
National Conference 2024 This session will explore why certain clients may benefit from estate planning solutions outside the scop of SMSFs, especially those facing potential family or estate disputes and
Game on or game over: The pitfalls of SMSFs investing in overseas assets
National Conference 2024 Investing in overseas assets offers SMSF trustees opportunities for diversification, but it comes with unique challenges that require careful planning. This session focuses on key considerations ranging
Bulletproof practices: Best practices for trustees exercising discretion
National Conference 2024 This session will consider in detail trustee considerations when exercising their discretion powers and how to avoid challenges to discretionary decisions. This includes: What it means to