Compliance
An SMSF is a regulated structure, and trustees carry the responsibility. These guides walk through your duties, the annual calendar, the independent audit, record keeping, and the residency rules that keep your fund complying.
Trustee responsibilities
As an SMSF trustee you carry real legal duties. Here is what the law expects of you, in plain language, and what happens if those duties slip.
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Annual compliance calendar
Running an SMSF follows a steady yearly rhythm. Here is what happens through the year, so nothing is left until the last minute.
Read guide
Audit requirements
Every SMSF must be independently audited each year before it lodges. Here is what the audit covers, who can do it, and what happens if a problem is found.
Read guide
Record keeping
Good records are the difference between a smooth audit and a stressful one. Here is what to keep, and for how long.
Read guide
Residency rules
To keep its tax concessions, an SMSF has to remain an Australian super fund. Here are the residency tests and why members moving overseas need to plan ahead.
Read guideLet's map out your SMSF together.
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