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Fact sheets & guides

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF_Requirements_June2020 pdf 3492 KB DownloadSMSF_Requirements_June2020
COVID-19 reference guide_allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide_allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
1.6 million transfer balance cap pdf 526 KB Download1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
1.6-million TBC death benefits pdf 426 KB Download1.6-million TBC death benefits
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
SMSFs and residency - you need to be present pdf 70 KB DownloadSMSFs and residency - you need to be present
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
june-30-asset-valuation-guidelines pdf 64 KB Downloadjune-30-asset-valuation-guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
fact-sheet-smsf-trustee-structure-overview pdf 70 KB Downloadfact-sheet-smsf-trustee-structure-overview
federal-budget-2019 pdf 60 KB Downloadfederal-budget-2019

SMSF Investment Patterns Survey

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF_Requirements_June2020 pdf 3492 KB DownloadSMSF_Requirements_June2020
COVID-19 reference guide_allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide_allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
1.6 million transfer balance cap pdf 526 KB Download1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
1.6-million TBC death benefits pdf 426 KB Download1.6-million TBC death benefits
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
SMSFs and residency - you need to be present pdf 70 KB DownloadSMSFs and residency - you need to be present
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
june-30-asset-valuation-guidelines pdf 64 KB Downloadjune-30-asset-valuation-guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
fact-sheet-smsf-trustee-structure-overview pdf 70 KB Downloadfact-sheet-smsf-trustee-structure-overview
federal-budget-2019 pdf 60 KB Downloadfederal-budget-2019

Reports

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF_Requirements_June2020 pdf 3492 KB DownloadSMSF_Requirements_June2020
White Paper: Leveraging Technology pdf 706 KB DownloadWhite Paper: Leveraging Technology
dataserviceshandoutv3 pdf 1374 KB Downloaddataserviceshandoutv3
smsf-investment-patterns-survey-dec-2017 pdf 103 KB Downloadsmsf-investment-patterns-survey-dec-2017
behavioural-factors-in-smsf-asset-allocation pdf 435 KB Downloadbehavioural-factors-in-smsf-asset-allocation
ato-guidance-note-02---non-concessional-contributions-cap docx 279 KB Downloadato-guidance-note-02---non-concessional-contributions-cap
ato-guidance-note-01---transfer-balance-cap docx 275 KB Downloadato-guidance-note-01---transfer-balance-cap
ato-guidance-note-03---concessional-contributions-cap docx 267 KB Downloadato-guidance-note-03---concessional-contributions-cap
cgt-relief-decision-trees pdf 2370 KB Downloadcgt-relief-decision-trees
superconcepts_investment_patterns_survey_september_2016 pdf 102 KB Downloadsuperconcepts_investment_patterns_survey_september_2016
smsf-investment-patterns-survey-june-2016 pdf 95 KB Downloadsmsf-investment-patterns-survey-june-2016
Survey - March 2016 pdf 89 KB DownloadSurvey - March 2016
Survey - December 2015 pdf 60 KB DownloadSurvey - December 2015
Size Matters: SMSF Performance pdf 366 KB DownloadSize Matters: SMSF Performance
Survey - December 2016 pdf 138 KB DownloadSurvey - December 2016
ATO Guidance Note 03 - Concessional Contributions Cap pdf 267 KB DownloadATO Guidance Note 03 - Concessional Contributions Cap
ATO Guidance Note 02 - Non-Concessional Contributions Cap pdf 279 KB DownloadATO Guidance Note 02 - Non-Concessional Contributions Cap
ATO Guidance Note 01 - Transfer Balance Cap pdf 275 KB DownloadATO Guidance Note 01 - Transfer Balance Cap
SuperMate super reform enhancements pdf 237 KB DownloadSuperMate super reform enhancements

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A self-managed superannuation fund (SMSF) is a super fund where you’re in control. You’re not only a member, but also a trustee. You choose the investment strategy and manage the investments.

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