Look at these myths and facts about SMSFs before deciding if you want an SMSF.
Before you decide if an SMSF is right for you, you should have an idea of what's really involved.
Meet the people who you will work with or who can help you meet your obligations as an SMSF trustee.
Here are some of the key steps you need to take when you set up your SMSF.
This video will help explain the difference between individual trustees and corporate trustees.
A trustee declaration must be completed and kept on file by SMSF trustees. Find out more about it here.
Plan ahead to help your SMSF deal with unexpected issues such as a relationship breakdown, incapacity or an untimely death.
SMSF assets must be kept separate from your personal or business assets. Learn more about how to protect your fund's assets.
Some people mistakenly think that an SMSF can provide them with a loan or they can access their super whenever they like. This is not the case!
Are you conducting your SMSF’s transactions at arm’s length? If you aren’t sure, watch this video and learn more.
What are in-house assets and can your SMSF invest in them?
Can your SMSF borrow to buy an asset? Watch these case studies to learn more.
What is business real property and can your SMSF invest in it?
Plan ahead before making super benefit payments to a member. Make sure your fund has enough cash to make minimum annual payments.
When can you access super from your SMSF? This video will explain conditions of release.
If a member dies, what happens to your SMSF and the member’s benefits?
Make sure you meet all your SMSF obligations before lodging your fund's annual return.
What’s involved in the annual audit of your SMSF?
It pays to have a good investment strategy that is regularly reviewed. Watch this video to learn what factors to take into account.
Learn more about SMSF record-keeping requirements, the types of records that must be kept and for how long.
This video shows the possible consequences and how professionals may be able to influence the outcome.
Thinking about winding up your SMSF? Here are some common reasons for winding up and the steps to follow to get it done.