PDF Print E-mail

SMSF Resources


Quick links to:
Quick links to technical resources:
What is a self-managed super fund (SMSF)? ATO Annual Return 2010
How do I set up or maintain my super fund? ATO Technical Guidance
How are SMSFs governed? Finding Lost Super

 

 

Quick navigation:

About SMSF's Technical Resources  |  Regulators, Industry and Professional Bodies Superannuation Legislation

 

Click on a link to open the resource in a new tab/window; to return to SuperRight, simply close the tab/window.

 


About Self Managed Superannuation Funds

 

Thinking About Self-Managed Super?

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00182491.htm

 

Guides to Self-Managed Supernnuation Funds

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00251857.htm

http://www.moneysmart.gov.au/superannuation-and-retirement/self-managed-super

 

Setting up a Self-Managed Super Fund

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00182478.htm

 

Running a Self-Managed Super Fund

http://www.ato.gov.au/superfunds/content.asp?doc=/content/46427.htm&page=2&H2

 

Role of Trustees

http://ato.gov.au/superfunds/content.asp?doc=/content/00162377.htm&page=8&H8=&pc=001/149/030/004/007&mnu=49150&mfp=001/149&st=&cy=1

 

How Your Self-Managed Super Fund is Regulated

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00162377.htm&pc=001/149/030/004/007&mnu=49150&mfp=001/149&st=&cy=1

 

Administrative Obligations

http://www.ato.gov.au/smsf/content.asp?doc=/Content/00150955.htm

 

Keeping Good Records

http://www.ato.gov.au/smsf/content.asp?doc=/content/00152880.htm&pc=001/135/005/002/011&mnu=40688&mfp=001/135&st=&cy=1

 

 

Back to Top

 

 

 

Technical Resources for Accountants, Trustees and Administrators

 

SMSF Annual Return 2010 Instructions

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00237541.htm&pc=001/149/030/002/003&mnu=49150&mfp=001/149&st=&cy=1

 

SMSF Annual Return 2010 Form

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00237540.htm&pc=001/149/030/002/003&mnu=49150&mfp=001/149&st=&cy=1

 

Find Lost Super

http://www.ato.gov.au/individuals/content.asp?doc=/content/33301.htm&alias=superseeker

 

Key Superannuation Rates and Threshold

http://www.ato.gov.au/government/content.asp?doc=/Content/60489.htm

 

Establishing and Maintaining a Self-Managed Super Fund

http://www.ato.gov.au/superfunds/pathway.asp?pc=001/149/030&mfp=001/149&mnu=49150#001_149_030

 

Reporting, Recordkeeping and Administration

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00251857.htm&page=30&H30

 

The Sole Purpose Test

http://law.ato.gov.au/atolaw/view.htm?DocID=SFR/SMSFR20082/NAT/ATO/00001

 

Non-Complying Self-Managed Super Funds

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00251857.htm&page=42&H42

 

In-House Assets

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00124905.htm

 

Instalment Warrant Borrowing Arrangements

http://law.ato.gov.au/atolaw/view.htm?Docid=SFR/SMSFR20092/NAT/ATO/00001&PiT=99991231235958

 

Business Real Property

http://law.ato.gov.au/atolaw/view.htm?DocID=DSF/SMSFR2008D3/NAT/ATO/00001

 

Conditions of Release of Benefits

http://www.ato.gov.au/super/content.asp?doc=/content/46427.htm&page=20

 

Winding up a Self-Managed Super Fund

http://www.ato.gov.au/superfunds/content.asp?doc=/content/00182487.htm

 

What If Things Go Wrong

http://www.fido.gov.au/fido/fido.nsf/byheadline/SMSFs%3A+what+if+things+go+wrong%3F?openDocument

 

Ask the ATO for Advice About a Self-Managed Super Fund

http://www.ato.gov.au/businesses/content.asp?doc=/content/00206984.htm&page=1&H1

 

Subscribe to ATO Self-Managed Super Fund News

http://www.ato.gov.au/smsf/content.asp?doc=/content/00098951.htm&pc=001/135/008/001/002&mnu=40709&mfp=001/135&st=&cy=1

 

The Cooper Review (Government Review into Australian Superannuation System)

http://www.supersystemreview.gov.au/content/content.aspx?doc=html/papers.htm

 

 

Back to Top

 

 

 

Regulators, Industry and Professional Bodies

 

Education Program for SMSF Trustee education (produced by Australia’s joint Accounting Bodies)

http://www.smsftrustee.com/cpa/htm/home.asp

 

SPAA - SMSF Professionals' Association

http://www.spaa.asn.au

 

SISFA - An organisation established to represent the interests of self-managed super funds

http://www.sisfa.com.au/

 

ATO – The regulator of SMSF’s

http://www.ato.gov.au/superfunds/

 

APRA – The regulator of small superannuation funds

http://www.apra.gov.au/

 

ASIC – The regulators of Financial Services laws, to protect consumers, investors and creditors

http://www.asic.gov.au/asic/asic.nsf

 

CPA – Certified Practising Accountants (CPA) Australia

http://www.cpaaustralia.com.au/cps/rde/xchg

 

ICAA - Institute of Chartered Accountants in Australia

http://www.charteredaccountants.com.au/

 

NIA - National Institute of Accountants

http://www.nia.org.au/

 

ATMA - Association of Taxation and Management Accountants

http://www.atma.com.au/

 

NTAA – National Tax and Accountants Association

http://www.ntaa.com.au/

 

 

Back to Top

 

 

 

Superannuation Legislation

 

Superannuation Industry (Supervision) Act 1993

http://www.austlii.edu.au/au/legis/cth/consol_act/sia1993473/

 

Superannuation Industry (Supervision) Regulations 1994

http://www.austlii.edu.au/au/legis/cth/consol_reg/sir1994582/

 

 

Back to Top

Last Updated on Wednesday, 23 March 2011 15:55