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Self-managed super funds

A self-managed super fund (SMSF) is a way of saving for retirement. The members run it for their own benefit.

What to consider when deciding if a self-managed super fund (SMSF) is right for you.

Check if your SMSF is set up correctly for eligible for tax concessions, receive contributions and easy to administer.

As an SMSF trustee, accept contributions and rollovers for your members from various sources but there are restrictions.

You need to manage your fund's investments in the best interests of fund members and in accordance with the law.

Taxed at a concessional rate of 15%, check if your fund is a 'complying fund' that follows the laws and rules for SMSFs.

Work out if you can pay a super benefit to a member and the types of benefits that exist.

How to wind up your SMSF, including dealing with members' benefits and finalising your reporting responsibilities.

Trustee obligations include arranging an annual audit, keeping appropriate records and reporting fund's operation.

These guides help you at various stages of the self-managed super fund (SMSF) lifecycle.

Detailed information about self-managed super funds.

Read the latest updates on tax, super and registry services for self-managed super funds (SMSFs) and approved auditors.