setting up an SMSF
-

The SMSF trustee declaration explained
UpdatedEvery SMSF trustee or corporate trustee director must sign their own ATO trustee declaration. Skip it, and the ATO can penalise every trustee individually.
-

What advice can your accountant provide for your SMSF?
UpdatedYour accountant is often the go-to person when you need help with your SMSF. But did you know they are often restricted in the advice they can provide?
-
SMSF structures: Corporate or individual trustee?
UpdatedIndividual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each?
-
Writing your SMSF investment strategy (including templates)
UpdatedAs an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right.
-
SMSF setup guide: 9 steps you need to follow
UpdatedSMSFs offer more control than other super funds, but strict rules apply. Follow our 9-step guide to ensure your fund complies with all your legal obligations from the outset.
-
Quiz: SMSFs for beginners
UpdatedTake the following 10-question quiz to test your knowledge on the fundamentals of self-managed super funds (SMSFs).