Deciding on your SMSF Trustee

Deciding on the type of trustee which will be responsible for your SMSF is important.There are two types of structures available:

To read this fact sheet in its entirety download the PDF version here.

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Valuations for Year End Reporting

It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets

How to view your Transfer Balance Cap

From 1 July 2017 a cap was introduced to limit how much can be transferred to a retirement phase pension

Guide to Transition to Retirement Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

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