Winding up an SMSF

Winding up or closing an SMSF may occur for a number of reasons such as relationship breakdown or bankruptcy. Learn about trustees’ obligations to members and regulators. Or Learn about the steps in closing an SMSF.

Download now

Taxation of SMSFs

An SMSF is subject to specific concessional taxation rules, so long as the fund complies with the government’s super rules.

Download now

SMSF Investment Rules

There are specific investment rules that must be followed to ensure an SMSF remains eligible for tax concessions. Learn about the types of investments your SMSF can and can’t invest in and lending and borrowing restrictions.

Download now

Withdrawing money from superannuation

In most cases your super cannot be withdrawn until you reach a certain age or retire. Learn about withdrawing your super as a lump sum or in the form of an income stream.

Download now

Contributing to Superannuation

Contributing to super will grow your nest egg to fund your retirement. Learn about the different types of contributions and taxation of each.

Download now

SMSF Trustee Responsibilities

Setting up your own SMSF requires you to become a trustee of the fund. This is an important decision that carries certain duties and responsibilities.

Download now

Introduction to SMSFs

There are almost 600,000 self-managed super funds (SMSFs) in operation in Australia. SMSFs are not suitable for everyone. Learn about what an SMSF is, how they are regulated and becoming a trustee of your own super fund.

Download now

Our top rated eBook for December 2018

SDA Investment Insights - Specialist Disability Accommodation explained

Is Specialist Disability Accommodation really all that it seems? This eBook provides an overview of the scheme and explores not just the investment opportunity but what the potential pitfalls are.

Download for Free

Looking for something else?

Browse our top eBooks