Knowledge Centre
Welcome to our knowledge centre. Choose from our list of free resources to broaden your superannuation and SMSF know-how.
Asset Classes
When an SMSF trustee documents the fund’s investment strategy, they are laying out their plan for...
Roles in an SMSF
We often hear the same person called a member, a trustee, a director, a shareholder or even a...
2024/25 Facts and Figures
Download our Facts and Figures 2024/25 for your records or print for your clients so you have all...
2023/24 Facts and Figures
Download our Facts and Figures 2023/24 for your records or print for your clients so you have all...
Who can receive your super when you die?
When you die your super can only be paid to:
Some funds need an actuarial certificate
One of the main benefits of starting a retirement phase pension in an SMSF (see here for an...
Individual vs Corporate Trustees
We recommend all SMSFs set up a company to be the trustee for many reasons:
What are SMSFs?
SMSFs form the largest and fastest growing sector of the Australian super industry. Approximately...