These guides help you at various stages of the self-managed super fund (SMSF) lifecycle. They only contain key points of what you need to know. For more detailed information, always refer to the web content.
Starting a self-managed super fund
The Starting a self-managed super fund (PDF, NAT 75397, 1,643KB)This link will download a file publication helps you consider if an SMSF is right for you. It includes:
- what is an SMSF
- choosing a structure
- an outline of your obligations
- registering your SMSF
- getting professional advice.
The content in this publication can also be found in thinking about self-managed super and setting up.
Running a self-managed super fund
We are currently developing the Running a self-managed super fund publication. It will be available here once it is completed.
The content in the publication can also be found in contributions and rollovers, investing, paying benefits and administering and reporting.
Winding up a self-managed super fund
The Winding up a self-managed super fund (PDF, NAT 75417, 860KB)This link will download a file publication helps you prepare for when you decide to wind up your SMSF. It includes:
- common situations where you may consider winding up
- preparing your exit plan
- how to correctly wind up your SMSF
- getting professional advice.
The content in this publication can also be found in winding up.
These guides help you at various stages of the self-managed super fund (SMSF) lifecycle.