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SMSF Knowledge Centre

    Where are you in your SMSF journey?

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    Considering an SMSF?

    Learn about the pros and cons of an SMSF, see a comparison of SMSF vs other super funds, discover the roles in an SMSF and your obligations as a trustee.

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    How to set up an SMSF

    We'll walk you through the decisions you'll need to make, the documentation required to apply, and the steps you will take to set up your SMSF.

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    All set up? What's next?

    We explain your obligations for managing an SMSF, how to formulate your investment strategy, along with tips to help you understand compliance.

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    Get help by topic

    In Practice
    Learn why people have an SMSF, best practices for running your SMSF, roles and responsibilities and more.
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    Contributions
    Learn about contribution types, rules and limits, what happens if you exceed the limits and more.
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    SMSF Investing
    Learn the ins and outs of assets classes, the sole purpose test, investment strategy, related parties and more.
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    Benefits
    Learn about the types of pensions available, how to set one up to enable easy access to your super.
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    Death & insurance
    Learn about superannuation beneficiary rules, insurances available to you in an SMSF and more.
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    Fund & other taxes
    Learn about how and why an SMSF should register for GST, actuarial certificates and more.
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    Quick Links

    Facts & Figures

    Respond quickly to client queries with our FY Facts & Figures downloads.

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    Glossary of Terms

    Get help to understand the terminology and acronyms used in superannuation.

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    News & Insights

    Visit our News & Insights blog to stay up-to-date on all things superannuation.

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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