2019/20 Facts and Figures

This is your Quick Reference Guide for the years important facts and figures. Download for your records or print for your clients so you have all the latest information at your fingertips.

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Build your SMSF knowledge

What are SMSFs?

A superannuation fund is a tax structure (like a company, trust or partnership) but one that has a specific purpose – it is designed to be used to save for retirement. An SMSF is simply a special type of superannuation fund.

Individuals
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Benefits of an SMSF

For most Australians, superannuation is one of the largest assets we hold and naturally we want to control it. As a trustee of an SMSF you have full control over your SMSF.

Accountants Advisers Individuals
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Can anyone have an SMSF?

Virtually everyone can have an SMSF. However, when you set up an SMSF, you generally also have to be a “trustee” or a director of a company that is the trustee of your fund.

Accountants Advisers Individuals
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Disadvantages of SMSFs

SMSFs aren't for everyone. It is important you consider all the benefits and costs of an SMSF before you make your decision as trustees are ultimately responsible for ensuring the SMSF is compliant.

Accountants Advisers Individuals
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Is an SMSF right for me?

Before you decide to set up an SMSF you should think about whether it’s suitable for your personal needs, objectives and financial circumstances. There are a number of things that can help you decide whether an SMSF is right for you.

Individuals
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