Running your own SMSF requires you to become a trustee of the fund and be actively involved. In order for your SMSF to receive tax concessions as a super fund you will need to comply with certain duties and obligations. These are set out in the super rules and legislation and trust deed of the fund. Learn about reporting obligations, administrative duties and responsibilities and what penalties maybe incurred for breaching the rules.

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Setting up an SMSF

Running an SMSF

Reporting requirements

By the end of the book, this is what you will know:

  • Outline the steps in establishing a self-managed super fund
  • Formulate an investment strategy for a self-managed super fund
  • Identify trustee administrative duties and responsibilities
  • Comply with annual reporting obligations
  • List the events which must be reported to the Tax Office
  • Describe the penalty regime that applies to a self-managed super fund

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