Starting your SMSF journey

Learn the fundamentals around what an SMSF is and how to go about setting one up.

What is an SMSF

Learn what a Self-Managed Super Fund (SMSF) is, how it differs from other super funds, and explore its key structures and features.

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Is an SMSF right for you?

Discover the benefits and responsibilities of managing your own super and what to consider before taking control of your retirement savings.

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How to set up an SMSF

Ready to setup an SMSF? Discover the essential steps to create a compliant and functional SMSF.

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Managing your SMSF

Understand some of the key tasks and obligations to keep your SMSF in check.

How to move your super and start contributing to your SMSF

This guide provides an overview of the different types of contribution to an SMSF and some of the considerations to keep in mind to help you with your retirement savings.

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What SMSF trustees must know: duties, records and reporting  

Learn what trustees should be aware of around managing their SMSF, from record keeping to ATO reporting.

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Preparing your SMSF for tax time

How to prepare for end-of-financial-year reporting and audits

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Growing your SMSF

Learn how to maximise your investments to help work towards your retirement goals.

What are your investment options

Understand which SMSF products are available to SMSFs.

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How to diversify your SMSF portfolio with shares and ETFs

Learn about the different ways you can diversify your SMSF portfolio to help it grow.

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Explore SMSF cash and investment optons

Access a wide range of cash and investment options for your SMSF today. Invest in Term Deposits, Exchange Traded Funds (ETFs), and domestic and international shares.

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FAQs & Jargon Buster

Understand the key terminology involved with SMSFs and answers to common questions.

SMSF FAQs

SMSF Jargon Buster

Checklists to help you

Download our SMSF setup checklist

Things you should know

This page is intended to provide general information of an educational nature only. The information may include general advice but does not take into account your individual objectives, financial situation, needs or tax circumstances, and so you should consider the appropriateness of the advice having regard to your circumstances before acting on it. Where applicable, you should obtain and read the relevant Product Disclosure Statement (PDS) and other important disclosure documents before making a decision about acquiring or continuing to a product. You should consider seeking independent professional financial, tax and/or legal advice before making any decision based on this information.

The above information is not tax advice. Taxation laws are complex and subject to change. Commonwealth Bank does not provide tax (financial) advice under the Tax Agent Services Act 2009 (Cth). You should consider seeking independent tax advice from a registered tax agent, accountant or adviser before you make any decisions based on this information.

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