SMSF trustee housekeeping checklist for 2021–22
Life is never quiet for SMSF trustees. With new contribution limits and recovery from the pandemic, it looks like the new financial year will be no different.
SMSF annual admin checklist
Want to avoid an SMSF penalty? Make sure you use our annual admin checklist.
Starting an SMSF pension checklist
The following checklist will help you get on top of everything that needs to be when starting an SMSF pension.
SMSF investment strategy health checklist
A health check of your SMSF’s investment strategy could help improve your fund’s performance.
SMSF trustee meeting event checklist
The minutes from trustee minutes are very important documents for your SMSF. Your auditor will examine them carefully every year and if your fund is ever randomly examined by the ATO, you will be in a much better position if you have comprehensive minutes around all major decisions made for the fund.
