SMSF administration
-
SMSF reporting and record-keeping requirements
SMSFs have many attractions but keeping up with the admin is not one of them. Here’s what you need to know to stay on the right side of the law.
-
Q&A: What is the process for contributions reserving?
Q: I would like to use the contributions reserving strategy this year to offset my vast capital gains tax. I understand the strategy, but would you be able to confirm the process?
-
SMSF investors: How to avoid getting scammed
Scammers are constantly finding new ways to part people with their money, so make sure you know what to watch out for.
-
How to boost your SMSF’s immunity to cybersecurity threats
As our super system and member balances grow, the cyber crooks targeting them are becoming more sophisticated. Forewarned is forearmed.
-
EOFY: Getting your SMSF in order
If you want to get your SMSF shipshape for June 30, then get cracking now.
-
5 new year’s resolutions for your SMSF
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring.
-
Can you be your own SMSF accountant?
One way to lower your costs as an SMSF trustee, if you have a head for numbers and infinite patience, is to lodge your SMSF accounts yourself.
-
Your SMSF calendar for 2025
Forewarned is forearmed, as they say, so why not download our 2025 SMSF calendar to ensure you don’t miss any crucial dates, deadlines or opportunities in the year ahead.
-
Real DIY super: How to keep SMSF costs super low
With the cost of living front of mind, you could potentially save a lot of money by doing more of your SMSF tasks yourself, but you need to know what you’re doing.
-
SMSF trust deeds: Rules, guidelines and updates
Your SMSF trust deed is your fund’s most important legal document, so it pays to get it right from the outset and to carry out regular health checks.
-
Common errors SMSF trustees make with their annual returns
If you want to stay on the right side of the ATO and avoid costly penalties, it pays to review its list of common mistakes made by SMSFs when lodging their annual return.
-
Director Identification Numbers: What is required for SMSFs
If you are planning to set up your own self-managed super fund with a corporate trustee, then you will need to add applying for a Director ID to your administrative to-do list.
-
What does SuperStream mean for my SMSF?
SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs.
-
SMSF audits: Fees and guidelines
An annual audit is one of the necessary tasks associated with running an SMSF, but it can save trustees from inadvertent and costly breaches of the rules.
-
How to add a new member to your SMSF
Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up.
-
Does my SMSF need to register for GST?
Most SMSFs don’t need to worry about GST, but it’s important to understand the rules in case your fund does need to register.
-
ATO SMSF supervisory levy: Cost and guidelines
In a world of ever-increasing prices, the ATO’s annual SMSF supervisory levy has been remarkably stable for almost a decade.
-
What you need to know about six-member SMSFs
Take-up of six-member funds is small but growing due to the unique opportunities they can offer.
