SMSF Australia Blog Articles

A financial advisor is optional for SMSFs but can add real value for investment strategy, estate planning, and contribution advice. Learn the pros, cons, costs

Since Dec 2024, accounting firms providing SMSF services are now captured under Australia's expanded AML/CTF tranche 2 reforms.

Learn how to set up an SMSF in Australia, from choosing a trustee structure and name to registering with the ATO and opening a bank account. From $2,000 + GST

Since 2021, SMSFs can have up to 6 members. Adding adult children can pool super and cut costs, but also raises trustee, estate, and relationship risks to consider

Most SMSF accountants include deeds, investment strategies, and pension documents in their standard fees. Learn what's in a toolkit and what you actually need.

Every SMSF must have a written investment strategy covering risk, diversification, liquidity, and insurance. Learn what to include and how to keep it audit-ready

There is no minimum deposit for SMSF startup, though research from the SMSF Association suggests $200,000 as a practical minimum starting amount

Does an SMSF need an ABN? Yes, you must have ABN which needs to be created as part of the SMSF Setup process

A self-managed super fund (SMSF) is a DIY super fund regulated by the ATO with up to 6 members. Learn how SMSFs work, trustee responsibilities, investment rules, and key compliance obligations

Financial planners must hold an AFS licence to give SMSF advice. Learn what planners can and can't advise on, what accountants are permitted to do without a licence, and key ASIC guidelines