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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
cgt-relief-decision-trees pdf 2370 KB Downloadcgt-relief-decision-trees
superconcepts_investment_patterns_survey_september_2016 pdf 102 KB Downloadsuperconcepts_investment_patterns_survey_september_2016
smsf-investment-patterns-survey-june-2016 pdf 95 KB Downloadsmsf-investment-patterns-survey-june-2016
Survey - March 2016 pdf 89 KB DownloadSurvey - March 2016
Survey - December 2015 pdf 60 KB DownloadSurvey - December 2015
Size Matters: SMSF Performance pdf 366 KB DownloadSize Matters: SMSF Performance
Survey - December 2016 pdf 138 KB DownloadSurvey - December 2016
ATO Guidance Note 03 - Concessional Contributions Cap pdf 267 KB DownloadATO Guidance Note 03 - Concessional Contributions Cap
ATO Guidance Note 02 - Non-Concessional Contributions Cap pdf 279 KB DownloadATO Guidance Note 02 - Non-Concessional Contributions Cap
ATO Guidance Note 01 - Transfer Balance Cap pdf 275 KB DownloadATO Guidance Note 01 - Transfer Balance Cap
SuperMate super reform enhancements pdf 237 KB DownloadSuperMate super reform enhancements
Survey - March 2017 pdf 411 KB DownloadSurvey - March 2017
Survey - June 2016 pdf 95 KB DownloadSurvey - June 2016
Survey - March 2018 pdf 110 KB DownloadSurvey - March 2018
Survey - June 2018 pdf 2994 KB DownloadSurvey - June 2018
superconcepts-portfolio-administration-service-application---jan-2020 pdf 848 KB Downloadsuperconcepts-portfolio-administration-service-application---jan-2020
Trustee Services Terms and Conditions pdf 74 KB DownloadTrustee Services Terms and Conditions
Borrowing Arrangements Request pdf 2508 KB DownloadBorrowing Arrangements Request
Fund Establishment Request pdf 1334 KB DownloadFund Establishment Request
Company Incorporation Request pdf 1250 KB DownloadCompany Incorporation Request

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