Education

This article explains why the SMSF general advice warning exists, what it really means, and why professional financial advice still matters for Australians considering an SMSF.

This article is a beginner-friendly explanation of what an SMSF is, how it works, what trustees must do and how Australians can decide whether one might suit their situation. It is general information only and not personal advice.

This article explores the less obvious obligations involved in running an SMSF in Australia and explains why prospective trustees should think carefully before signing up.

Key TakeawaysAn SMSF is a privateSuperannuationfund regulated by the ATO that you run yourself, with up to six members who are usually also the trustees.Trustees are legally responsible for all decisions, includingInvestmentstrategy, compliance, record keeping and the annual audit.SMSFs must meet the sole purpose …

This article explains the typical cost components of running an SMSF in Australia, how ESUPERFUND fees fit into the picture, and what Australians should consider when comparing providers.

This guide sets out the main factors Australian investors should weigh up before deciding whether a self-managed super fund could be the right choice for their retirement savings. It also explains the ATO’s expectations of trustees and the comparisons that should be made with …

This article explains the core SMSF compliance obligations Australian trustees face, what annual administration looks like in practice and why all of this matters.