Help & support
Whether learning about SMSFs, setting one up or managing the fund over time, explore resources tailored to each stage of the journey.
Learn how SMSFs work and important considerations before getting started.
Learn the key steps involved in establishing an SMSF and how to contribute to it.
Access resources to help with administration, compliance and reporting obligations.
Browse resources on SMSF investing, managing fund cash and considerations to help grow an SMSF over time.
Learn what an SMSF is, how it works, and important considerations before getting started.
Learn what a Self-Managed Super Fund (SMSF) is, how it differs from other super funds, and explore its key structures and features.
Discover the benefits and responsibilities of managing your own super and what to consider before taking control of your retirement savings.
A list of the key terms you should know.
Learn about the key steps involved in establishing an SMSF and getting started.
Ready to set up an SMSF? Discover the essential steps to create a compliant and functional SMSF.
This guide provides an overview of the different types of contribution to an SMSF and some of the considerations to keep in mind.
Understand some of the key tasks and obligations to keep an SMSF in check. SMSF trustees are responsible for managing the fund, maintaining records and meeting reporting obligations. Failure to meet these responsibilities may result in compliance action by the Australian Taxation Office (ATO).
Source: ATO Self-managed super funds guide, ASIC Moneysmart SMSF guide
Learn about some of the key obligations that apply to SMSF trustees, including the sole purpose test, investment rules, record keeping and ATO reporting.
How to prepare for end-of-financial-year reporting and audits.
Explore information about SMSF investing, including opportunities, risks and important considerations.
Understand which SMSF assets are available to SMSFs.
Learn about the different ways you can diversify your SMSF portfolio to help it grow.
Browse all our SMSF articles, guides and frequently asked questions.
SMSFs are complex and involve legal, administrative and compliance responsibilities. SMSF trustees (or directors of a corporate trustee) are responsible for managing the fund and ensuring it complies with all applicable requirements such as superannuation, tax and trustee obligations.
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