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.
Benefits 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.