setting up an SMSF
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SMSFs structures: Corporate or individual trustee?
Individual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each?
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Writing your SMSF investment strategy (including templates)
As 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.
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SMSF setup guide: 9 steps you need to follow
SMSFs 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.
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What advice can your accountant provide for your SMSF?
While many SMSF trustees turn to their accountant for assistance, they can only provide advice on some SMSF-related matters. To help SMSF trustees navigate this tricky area we’ve compiled a checklist to help you work out if your accountant is the right person to ask for help.
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Quiz: SMSFs for beginners
Take the following 10-question quiz to test your knowledge on the fundamentals of self-managed super funds (SMSFs).
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The SMSF trustee declaration explained
An SMSF trustee declaration is an Australian Taxation Office (ATO) document that summarises the duties and obligations of an SMSF trustee or director.
