In this guide
- 1. Review investment strategy and document it
- 2. Hold regular trustee meetings and keep trustee minutes
- 3. Keep all documents for the required timeframe
- 4. Do the accounts and prepare annual return
- 5. Appoint an auditor
- 6. Get an actuarial certificate if required
- 7. Make transfer balance reports for members if necessary
- 8. Make annual minimum pension payments for members in retirement phase
- The bottom line
As an SMSF trustee you know that along with the more interesting tasks of choosing and managing investments, running a fund also requires a lot of paperwork and administration.
To help you keep on top of the most important administration tasks for your SMSF we’ve created a checklist to ensure nothing is forgotten.
You can download and print the checklist and keep it as a regular reminder of what needs to be done, and tick off each task as you get to it.
Continue reading for explanations of each item on the list.
1. Review investment strategy and document it
This guide is for members
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