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SMSF case studies

Access case studies to help you understand self-managed super funds.

Case studies to help trustees decide if they are eligible to use the early engagement and voluntary disclosure service.

This case study deals with the calculation of the components of a lump sum benefit.

This case study describes the conditions you need to meet to start an income stream at 60.

A case study covering the impacts on an SMSF if a trustee is disqualified.

Conditions to determine whether improvements to a fund's asset constitute a fundamental change to that asset.

Case study on whether a SMSF contravenes super laws by purchasing a life insurance policy covering the life of a member.