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Learn the core rules and basics of super.
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Understand how super funds work and what to compare.
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SMSFs
As if superannuation wasn’t complex enough, when you have a self-managed superannuation fund (SMSF) you take on considerably more responsibility, and it’s essential therefore to have a comprehensive understanding of the current super and SMSF rules. In this section you will find detailed explanations of the SMSF rules and the responsibilities for SMSF trustees. SMSFs for beginners SMSF administration SMSF checklists SMSF compliance SMSF investment SMSF pensions SMSF strategies SMSF Q & As As a first step, the following are key articles that describe how SMSFs work.
SMSF for beginners
Learn how to set up and run an SMSF.
SMSF admin and compliance
Stay on top of rules, reporting, and annual obligations.
SMSF investing
Build and manage your SMSF investments.
SMSF pensions and lump sums
Learn how and when to access your SMSF.
SMSF estate planning
Plan how your SMSF benefits are passed on.
SMSF strategies and checklists
Use proven strategies and practical checklists.
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SMSF members survey
Step
1
of
4
25%
We are currently building
SMSFGuide
– a new platform similar to SuperGuide, but dedicated entirely to helping SMSF trustees manage their funds with confidence.
Your feedback will help us shape what features and resources matter most to you.
Are you an SMSF trustee, or a professional working in the SMSF space?
(Required)
SMSF trustee
Professional (eg accountant, adviser, administrator, auditor, lawyer)
Neither
What is your age range?
Under 25
25-34
35-44
45-54
55-64
65-74
75 or over
How important are the following types of SMSF content?
Step-by-step guides (setup, compliance, contributions)
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Investment strategies and ideas
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Q&As
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Checklists and templates
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Calculators
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Regular rule-change updates
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Webinars or videos with experts
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
Structured education course (trustee or professional)
Not important
Somewhat unimportant
Neutral
Somewhat important
Very important
When we launch SMSF Guide, which improvements would make you most likely to move over from SuperGuide?
More practical tools and calculators
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
Exclusive Q&As or expert insights
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
Regular compliance updates
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
More detailed SMSF coverage
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
Investment strategies and ideas
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
Member discounts on related services
Very unlikely
Somewhat unlikely
Neutral
Somewhat likely
Very likely
What are the biggest challenges you face managing your SMSF that you would like SMSFGuide to help with?
If we facilitated member discounts for carefully selected third parties, what types would interest you?
SMSF admin software
Accounting or audit services
Investing tools and research
Insurance
Legal services
Documentation
How many SMSFGuide newsletters would you like to receive per month?
1
2 or 3
4 or more
Not sure
Would you potentially be interested in offering access to SMSF Guide to your clients, to help them stay educated about SMSF rules and strategies?
Yes
No
Maybe
How would you prefer to offer access for your clients?
I would prefer to purchase client access on their behalf
I would prefer to pass on a discounted membership for clients to purchase directly
Not sure
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