Insights
Short articles on SMSF rules, setting up a fund, investment strategy and outsourcing. Most were first published in 2016 and 2017, and each one was reviewed against today's rules in November 2026.
Articles
These articles are general information, not advice for any fund or person. Rules and limits change: check the ATO's current figures before you act.
10 common SMSF mistakes to avoid
Published ·
Ten mistakes new SMSF trustees make, from starting without advice to lodging before the audit and borrowing outside the rules, and how to avoid each one.
For trusteesSMSF investment strategies you should know
Published ·
Four SMSF investment strategy basics – diversify within the rules, plan for members' changing needs, consider insurance, and have the fund audited every year.
For trustees7 things to know before setting up your SMSF
Published ·
Seven things to know before you set up an SMSF – the money it takes, the strategy, the know-how, tax, estate planning, risk and your co-trustees.
For trusteesBenefits of a self-managed super fund (SMSF)
Published ·
The main benefits of an SMSF – control over long-term investments, a planned retirement income, savings that build, concessional tax and choice.
For trusteesSelf-managed super fund checklist
Published ·
An eight-point SMSF checklist – expert advice, the trustee structure, a strategy, the documents, staying an Australian fund, registering and exits.
For trusteesThings to know before setting up your SMSF
Published ·
Seven points to know before you set up an SMSF – trustee structure, members as trustees, tax on benefits, costs, the deed, reviews and caps.
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