SMSF Fact Sheets
Trustee Resource Hub
Fact Sheets

Transfer Balance Account Reporting
Contributions Confirmation Explanatory Document
Preparation of your Financial Statements
Valuations for Year End Reporting
2022-2023 Annual Trustee Plan
Alternate-Trustees-for-SMSFs
Apportioning-SMSF-Expenses
Deferred Contribution Allocation
Death and Incapacity – Who is in Control of your SMSF
Benefits of Contributing Early
Excess Non-Concessional Contributions
Downsizer Contributions and SMSFs
Excess Concessional Contributions
GST and SMSFs
First Home Super Saver Scheme
Deciding on your SMSF Trustee
Key Rates and Thresholds for 2022-23 FY
How to View your Transfer Balance Cap
Implications of Late Lodgment of your SMSF Annual Return
Six-Member-SMSFs
Non-Arm’s Length Expenditure (NALE)
Gold and Silver in an SMSF
The Benefits of a Special Purpose Corporate Trustee
SMSF Trustee Structure – What is the Process to Change it
Death Benefits – Who can be a beneficiary under superannuation law
Unused Concessional Contributions Cap Carry Forward
Top 10 Trustee Tips to Running a Successful SMSF
Retirement Phase Lump Sum Withdrawals
Understanding SMSF Expenses
Why is an Enduring Power of Attorney essential
Looking to Establish an SMSF or Transfer an existing SMSF?

Talk to one of our experts, we’re here to help!
We are open: Monday – Friday 8:30 AM – 5:00 PM (ACST)
Adelaide
65 Gilbert Street
Adelaide SA 5000