Self-managed Superannuation Funds (SMSF) assets

Contributions and rollovers

As an SMSF trustee, you can accept contributions and rollovers for your members from various sources but there are some restrictions, mostly depending on the member’s age and the contribution caps.

Employee share scheme options and acquisition of shares by self-managed super funds

How we treat employee share scheme shares or share options received by a self-managed super fund.

Investing

You need to manage your fund’s investments in the best interests of fund members and in accordance with the law. The SMSF's investments must be separate from the personal and business affairs of fund members, including your own.

SMSF support services

We offer support to SMSF trustees and professionals through our early engagement and voluntary disclosure service as well as SMSF auditor support and SMSF specific advice.

Valuation guidelines for self-managed super funds

What SMSF trustees need to consider when valuing assets for superannuation purposes.