SMSF checklists

In this section you will find a series of handy checklists to simplify the running of your self-managed superannuation fund (SMSF).

Our checklists will help you write or review the fund’s investment strategy, start a pension or just make sure you have all the important calendar dates you need to stay on top of things.

You may also benefit from our how-to guides and our step-by-step guides.