How well are you managing your SMSF?

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Test your knowledge and confidence running your fund – and find out what to improve.

Q1: How confident are you that your SMSF is fully compliant?(Required)

Not confident at all

I rely on my accountant entirely

I’m involved, but don’t know all the rules

I stay on top of the requirements and deadlines

Q2: How often do you review your investment strategy?(Required)

Never

Only when something big changes

Every couple of years

Annually or as needed, with a clear framework

Q3: Do you know the performance and asset mix of your SMSF?(Required)

Not really

I get annual reports but don’t review closely

I check it occasionally

I monitor performance and rebalance as needed

Q4: How do you handle your fund’s administration and reporting?(Required)

I don’t really know

My accountant handles everything

I keep basic records and let the admin team do the rest

I use software or systems to stay organised and audit-ready

Q5: Are you aware of recent or upcoming changes to SMSF rules?(Required)

No

I wait to hear from my adviser or accountant

I occasionally read updates

Yes, I proactively keep up with rule changes

Q6: How confident are you in managing the investment risk inside your SMSF?(Required)

Not confident

I rely on my adviser or gut feel

I have a general understanding

I assess risk and make informed, documented decisions

Q7: Do you have a succession or exit plan for your SMSF?(Required)

No plan at all

I’ve thought about it but haven’t done anything

I’ve had informal discussions

I’ve documented a formal exit or succession plan

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