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Fact sheets & guides

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF requirements June 2020 pdf 3492 KB DownloadSMSF requirements June 2020
COVID-19 reference guide - allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide - allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
Fact sheet: $1.6 million transfer balance cap pdf 526 KB DownloadFact sheet: $1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
Fact sheet: Death benefits and the $1.6 million transfer balance cap pdf 426 KB DownloadFact sheet: Death benefits and the $1.6 million transfer balance cap
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
You need to be present: SMSFs and residency pdf 70 KB DownloadYou need to be present: SMSFs and residency
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
Fact sheet: June 30 asset valuation guidelines pdf 64 KB DownloadFact sheet: June 30 asset valuation guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
Fact sheet: SMSF Trustee structure overview pdf 70 KB DownloadFact sheet: SMSF Trustee structure overview
Federal Budget 2019 pdf 60 KB DownloadFederal Budget 2019

SMSF Investment Patterns Survey

Title Type Size
COVID-19 rent relief and SMSFs pdf 7755 KB DownloadCOVID-19 rent relief and SMSFs
SMSF requirements June 2020 pdf 3492 KB DownloadSMSF requirements June 2020
COVID-19 reference guide - allowing early access to superannuation pdf 6168 KB DownloadCOVID-19 reference guide - allowing early access to superannuation
COVID-19 reference guide_support for retirees affected pdf 3602 KB DownloadCOVID-19 reference guide_support for retirees affected
Essential tax and super figures - 2019/20 pdf 1201 KB DownloadEssential tax and super figures - 2019/20
Fact sheet: $1.6 million transfer balance cap pdf 526 KB DownloadFact sheet: $1.6 million transfer balance cap
Contribution rules after 1 July 2017 pdf 502 KB DownloadContribution rules after 1 July 2017
Superannuation changes timeline pdf 443 KB DownloadSuperannuation changes timeline
CGT relief pdf 426 KB DownloadCGT relief
Fact sheet: Death benefits and the $1.6 million transfer balance cap pdf 426 KB DownloadFact sheet: Death benefits and the $1.6 million transfer balance cap
SMSF audits in the age of COVID-19 pdf 377 KB DownloadSMSF audits in the age of COVID-19
You need to be present: SMSFs and residency pdf 70 KB DownloadYou need to be present: SMSFs and residency
SMSFs and GST pdf 60 KB DownloadSMSFs and GST
is-an-smsf-is-the-right-choice-for-me pdf 73 KB Downloadis-an-smsf-is-the-right-choice-for-me
smsf-compliance-should-you-go-it-alone pdf 68 KB Downloadsmsf-compliance-should-you-go-it-alone
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
Fact sheet: June 30 asset valuation guidelines pdf 64 KB DownloadFact sheet: June 30 asset valuation guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
Fact sheet: SMSF Trustee structure overview pdf 70 KB DownloadFact sheet: SMSF Trustee structure overview
Federal Budget 2019 pdf 60 KB DownloadFederal Budget 2019

Reports

Title Type Size
fact-sheet_event-based-reporting_20180208 pdf 92 KB Downloadfact-sheet_event-based-reporting_20180208
Fact sheet: June 30 asset valuation guidelines pdf 64 KB DownloadFact sheet: June 30 asset valuation guidelines
trustee-fact-sheet-4-common-smsf-mistakes-to-avoid pdf 63 KB Downloadtrustee-fact-sheet-4-common-smsf-mistakes-to-avoid
Fact sheet: SMSF Trustee structure overview pdf 70 KB DownloadFact sheet: SMSF Trustee structure overview
Federal Budget 2019 pdf 60 KB DownloadFederal Budget 2019
trustee-fact-sheet-smsf-tax-deductions pdf 50 KB Downloadtrustee-fact-sheet-smsf-tax-deductions
smsf-compliance-treatments pdf 61 KB Downloadsmsf-compliance-treatments
is-your-smsf-protecting-your-assets pdf 49 KB Downloadis-your-smsf-protecting-your-assets
Fact sheet: Changing SMSF Trustee structure pdf 70 KB DownloadFact sheet: Changing SMSF Trustee structure
How asset segregation can help your fund pdf 54 KB DownloadHow asset segregation can help your fund
five-steps-to-an-easier-smsf-audit pdf 49 KB Downloadfive-steps-to-an-easier-smsf-audit
fact-sheet-investing-in-overseas-property pdf 60 KB Downloadfact-sheet-investing-in-overseas-property
death-of-member-trustee-considerations pdf 72 KB Downloaddeath-of-member-trustee-considerations
Death benefits – information for fund members pdf 79 KB DownloadDeath benefits – information for fund members
Accessing benefits: Conditions of release pdf 455 KB DownloadAccessing benefits: Conditions of release
collectable-and-personal-use-assets pdf 55 KB Downloadcollectable-and-personal-use-assets
superiq-financial-services-guide pdf 68 KB Downloadsuperiq-financial-services-guide
superiq-administration-service-guide pdf 241 KB Downloadsuperiq-administration-service-guide
2019 Actuary Request xls 62 KB Download2019 Actuary Request
2020 Actuary Request xls 68 KB Download2020 Actuary Request

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