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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
How asset segregation can help your fund pdf 54 KB DownloadHow asset segregation can help your fund
five-steps-to-an-easier-smsf-audit pdf 49 KB Downloadfive-steps-to-an-easier-smsf-audit
fact-sheet-investing-in-overseas-property pdf 60 KB Downloadfact-sheet-investing-in-overseas-property
death-of-member-trustee-considerations pdf 72 KB Downloaddeath-of-member-trustee-considerations
Death benefits – information for fund members pdf 79 KB DownloadDeath benefits – information for fund members
Accessing benefits: Conditions of release pdf 455 KB DownloadAccessing benefits: Conditions of release
collectable-and-personal-use-assets pdf 55 KB Downloadcollectable-and-personal-use-assets
superiq-financial-services-guide pdf 68 KB Downloadsuperiq-financial-services-guide
superiq-administration-service-guide pdf 241 KB Downloadsuperiq-administration-service-guide
2019 Actuary Request xls 62 KB Download2019 Actuary Request
2020 Actuary Request xls 68 KB Download2020 Actuary Request
privacy_policy pdf 77 KB Downloadprivacy_policy
Financial Services Guide (FSG) 2016 pdf 3377 KB DownloadFinancial Services Guide (FSG) 2016
Financial Services Guide (FSG) pdf 2519 KB DownloadFinancial Services Guide (FSG)
Financial Services Guide (FSG) | Connected Services pdf 191 KB DownloadFinancial Services Guide (FSG) | Connected Services
Administration Services Guide (ASG) PAS pdf 177 KB DownloadAdministration Services Guide (ASG) PAS
cavendish-online-fee-schedule pdf 140 KB Downloadcavendish-online-fee-schedule
cavendish-annual-fee-schedule pdf 169 KB Downloadcavendish-annual-fee-schedule
smsf-managers-eofy-checklist pdf 292 KB Downloadsmsf-managers-eofy-checklist
smsf-managers-deed-request pdf 228 KB Downloadsmsf-managers-deed-request

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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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