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We help with SMSF paperwork, compliance & tax returns. We also administer investment portfolios.

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Fact sheets & guides

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF requirements June 2020 pdf 3492 KB DownloadSMSF requirements June 2020
COVID-19 reference guide - allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide - allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
Fact sheet: $1.6 million transfer balance cap pdf 526 KB DownloadFact sheet: $1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
Fact sheet: Death benefits and the $1.6 million transfer balance cap pdf 426 KB DownloadFact sheet: Death benefits and the $1.6 million transfer balance cap
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
You need to be present: SMSFs and residency pdf 70 KB DownloadYou need to be present: SMSFs and residency
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
Fact sheet: June 30 asset valuation guidelines pdf 64 KB DownloadFact sheet: June 30 asset valuation guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
Fact sheet: SMSF Trustee structure overview pdf 70 KB DownloadFact sheet: SMSF Trustee structure overview
Federal Budget 2019 pdf 60 KB DownloadFederal Budget 2019

SMSF Investment Patterns Survey

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF requirements June 2020 pdf 3492 KB DownloadSMSF requirements June 2020
COVID-19 reference guide - allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide - allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
Fact sheet: $1.6 million transfer balance cap pdf 526 KB DownloadFact sheet: $1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
Fact sheet: Death benefits and the $1.6 million transfer balance cap pdf 426 KB DownloadFact sheet: Death benefits and the $1.6 million transfer balance cap
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
You need to be present: SMSFs and residency pdf 70 KB DownloadYou need to be present: SMSFs and residency
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
Fact sheet: June 30 asset valuation guidelines pdf 64 KB DownloadFact sheet: June 30 asset valuation guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
Fact sheet: SMSF Trustee structure overview pdf 70 KB DownloadFact sheet: SMSF Trustee structure overview
Federal Budget 2019 pdf 60 KB DownloadFederal Budget 2019

Reports

Title Type Size
Adviser webinar - Popular Compliance Breaches - 17 June pdf 1271 KB DownloadAdviser webinar - Popular Compliance Breaches - 17 June
Trustee Webinar_Economic Update_20210615 pdf 1242 KB DownloadTrustee Webinar_Economic Update_20210615
QA Handout_25 MAY 2021 pdf 351 KB DownloadQA Handout_25 MAY 2021
Adviser Webinar May 2021 - Federal Budget pdf 639 KB DownloadAdviser Webinar May 2021 - Federal Budget
Trustee webinar - Year end commitments for SMSFs_FINAL pdf 446 KB DownloadTrustee webinar - Year end commitments for SMSFs_FINAL
Trustee seminar - Federal Budget 2021-22_F pdf 288 KB DownloadTrustee seminar - Federal Budget 2021-22_F
Financial Services Guide (FSG) Connected Services pdf 1334 KB DownloadFinancial Services Guide (FSG) Connected Services
fsg-connected-services_May2021_Final pdf 1334 KB Downloadfsg-connected-services_May2021_Final
Part 3 - Structuring property investments pdf 1100 KB DownloadPart 3 - Structuring property investments
APRMAY 2021 Masterclass Part 2 - Related Parties pdf 682 KB DownloadAPRMAY 2021 Masterclass Part 2 - Related Parties
APRMAY 2021 Masterclass Part 1 - Small Business CGT Concessions pdf 963 KB DownloadAPRMAY 2021 Masterclass Part 1 - Small Business CGT Concessions
Adviser webinar - Year end commitments for SMSFs pdf 566 KB DownloadAdviser webinar - Year end commitments for SMSFs
Trustee webinar - April 21 - Contributions Strategies pdf 751 KB DownloadTrustee webinar - April 21 - Contributions Strategies
SuperConcepts Foundation Brochure_F pdf 739 KB DownloadSuperConcepts Foundation Brochure_F
Superconcepts webinar_March 2021_final pdf 2045 KB DownloadSuperconcepts webinar_March 2021_final
Fund-restructure-request_202103_F pdf 1314 KB DownloadFund-restructure-request_202103_F
Adviser webinar - Turbo Charge Your Contributions_FINAL pdf 616 KB DownloadAdviser webinar - Turbo Charge Your Contributions_FINAL
Adviser webinar 27 February - Popular Compliance Breaches pdf 653 KB DownloadAdviser webinar 27 February - Popular Compliance Breaches
Feb Trustee Webinar_QA Handout pdf 351 KB DownloadFeb Trustee Webinar_QA Handout
SMSF Bingo pdf 2421 KB DownloadSMSF Bingo

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A self-managed superannuation fund (SMSF) is a super fund where you’re in control. You’re not only a member, but also a trustee. You choose the investment strategy and manage the investments.

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