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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

Reports

Title Type Size
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
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

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SuperConcepts Publications

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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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