SMSF Specialist Advisor (SSA) Exam case studies
SMSF Specialist Advisor (SSA) Exam · Put your knowledge to work in context.
The SMSF Specialist Advisor (SSA®) designation is one of the accreditation programs offered by the SMSF Association, the independent professional body representing Australia's self managed super fund sector. Alongside the SSA® sits the SMSF Specialist Auditor (SSAud®) accreditation and a Master of Financial Planning pathway, all listed under the Association's Accreditation menu. The SMSF Specialist Advisor (SSA) Exam case studies are 5 cases and about 2,270 words.
1Contribution Cap Breach Discovered After ATO Notice
Priya is 58 and the sole member of an SMSF. In May 2025 her accountant discovers that a 40,000 personal contribution banked in June 2024 was recorded by the fund as a non-concessional contribution, but Priya had also claimed a 30,000 personal deduction for the same money in her 2023-24 return.
501 words, about 3 min2Pension Drawn While Member Still Working
Deng is 66, retired from full-time work in 2022 but has since taken a part-time consulting role earning 60,000 a year for about 15 hours a week. He is the sole member of an SMSF with assets of 2.4 million.
449 words, about 2 min3Related Party Property Purchase and In-House Asset Rules
An SMSF with two members, both in accumulation, holds 900,000 in cash and listed shares. The members want to buy a commercial warehouse from a business owned by one member's brother for 1.1 million.
444 words, about 2 min4Member Dies Without a Valid Binding Death Benefit Nomination
Ravi, a widower, died in February 2025 aged 72. His SMSF has $1.8 million.
436 words, about 2 min5Auditor Findings on Market Valuation and Collectables
An SMSF holds a residential property, a vintage car worth about 180,000, and a painting valued at 90,000. The fund's 2024-25 financial statements value the residential property at its 2019 purchase price of $750,000.
440 words, about 2 min