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Home / SMSFs / SMSF checklists

SMSF checklists

SMSF checklists

In this section you can find actionable SMSF checklists, including for documenting your investment strategy, starting a pension, trustee housekeeping tasks or annual admin tasks.

See also our Checklists and how-to guides section.

Set out below are the latest articles that relate to smsf checklists.

PremiumWriting your SMSF investment strategy (including templates)

Writing your SMSF investment strategy (including templates)

August 6, 2020

The ATO has updated its advice around what it wants to see in an investment strategy. Here’s what you need to know, along with what you need to do following a market correction.

PremiumSMSF annual admin checklist

SMSF annual admin checklist

April 22, 2020

Want to avoid an SMSF penalty? Make sure you use our annual admin checklist.

PremiumStarting an SMSF pension checklist

Starting an SMSF pension checklist

March 23, 2020

The following checklist will help you get on top of everything that needs to be when starting an SMSF pension.

PremiumSMSF investment strategy health checklist

SMSF investment strategy health checklist

February 14, 2020

A health check of your SMSF’s investment strategy could help improve your fund’s performance.

PremiumSMSF trustee meeting event checklist

SMSF trustee meeting event checklist

February 13, 2020

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.

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