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Essential tax & super figures 2021-22

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Essential tax & super figures 2021-22
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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
SuperMate - fee free period FAQ v.3 pdf 83 KB DownloadSuperMate - fee free period FAQ v.3
Slides Handout - SMSF Strategies for Advisers Webinar pdf 1333 KB DownloadSlides Handout - SMSF Strategies for Advisers Webinar
Essential_tax_super_figures_2021-22_F pdf 429 KB DownloadEssential_tax_super_figures_2021-22_F
AMP SMSF Administration ASG_F pdf 227 KB DownloadAMP SMSF Administration ASG_F
AMP SMSF FSG_F pdf 179 KB DownloadAMP SMSF FSG_F
smsf-managers-deed-request form Final 29-09-21 pdf 287 KB Downloadsmsf-managers-deed-request form Final 29-09-21
NALI Master Class Oct 2021 Breaking down LCR 2021_FINAL pdf 616 KB DownloadNALI Master Class Oct 2021 Breaking down LCR 2021_FINAL
Corporate Trustee Establishment and Appointment_2021 pdf 1257 KB DownloadCorporate Trustee Establishment and Appointment_2021
Property in SMSFs - to have and to hold Adviser Webinar_Final pdf 1024 KB DownloadProperty in SMSFs - to have and to hold Adviser Webinar_Final
fund-restructure-request_202103_f pdf 1314 KB Downloadfund-restructure-request_202103_f
Webinar slides - The benefits of a corporate trustee structure in an SMSF pdf 1168 KB DownloadWebinar slides - The benefits of a corporate trustee structure in an SMSF
SMSF trustee structure - Individual or Corporate_F pdf 1661 KB DownloadSMSF trustee structure - Individual or Corporate_F
Changing SMSF trustee structure - What needs to happen_F pdf 758 KB DownloadChanging SMSF trustee structure - What needs to happen_F
Corp Trustee Multiple Application pdf 771 KB DownloadCorp Trustee Multiple Application
trustee webinar sep 2021 indexation and questions asked FINAL pdf 870 KB Downloadtrustee webinar sep 2021 indexation and questions asked FINAL
Trustee brochure - iSaver, Essentials & Annual_F0721 pdf 353 KB DownloadTrustee brochure - iSaver, Essentials & Annual_F0721
Adviser webinar - investments and NALI_Final pdf 810 KB DownloadAdviser webinar - investments and NALI_Final
Common Part A & B Qualifications - Audience Q & As_F pdf 114 KB DownloadCommon Part A & B Qualifications - Audience Q & As_F
Common Part A & B Qualifications - Case Study Answers_F pdf 141 KB DownloadCommon Part A & B Qualifications - Case Study Answers_F
Slides - SMSF Audit Report - Common Part A & B Qualifications pdf 1083 KB DownloadSlides - SMSF Audit Report - Common Part A & B Qualifications

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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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