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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
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
Master Class 3 - Family Law 10.8 Case Studies Final pdf 1023 KB DownloadMaster Class 3 - Family Law 10.8 Case Studies Final
FAQ pdf 97 KB DownloadFAQ
FAQ - Decommissioning of SMSF Flow v4 pdf 97 KB DownloadFAQ - Decommissioning of SMSF Flow v4
Slides - Part 2 Future Proofing an SMSF - the Value of Regular Reporting (05.08.21) pdf 969 KB DownloadSlides - Part 2 Future Proofing an SMSF - the Value of Regular Reporting (05.08.21)
Masterclass 2 - Family Law 2021.08.03 pdf 821 KB DownloadMasterclass 2 - Family Law 2021.08.03
SuperConcepts pattern quarterly survey results_March 2016 pdf 89 KB DownloadSuperConcepts pattern quarterly survey results_March 2016
adviser webinar july 2021 pensions pdf 797 KB Downloadadviser webinar july 2021 pensions
Masterclass 1 - Family Law 2021.07.27 pdf 1212 KB DownloadMasterclass 1 - Family Law 2021.07.27
QA Handout_20 JULY 2021_Final pdf 363 KB DownloadQA Handout_20 JULY 2021_Final
Trustee webinar - succession planning pdf 512 KB DownloadTrustee webinar - succession planning
Slides - Future Proofing an SMSF Webinar (13.07.21) pdf 1097 KB DownloadSlides - Future Proofing an SMSF Webinar (13.07.21)
SuperMate-Subscription-Agreement pdf 257 KB DownloadSuperMate-Subscription-Agreement
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

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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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