Understanding SMSF investments and compliance


SuperConcepts has a wealth of information you can draw on to build your knowledge of self managed super funds. Start by reviewing the topics below and click through to learn more about each one.

Setting up a new SMSF

A new SMSF requires a few things to be in place to ensure it complies with superannuation laws. We can help you get it all set up.

Transferring an existing SMSF

If you already have an SMSF administered by another provider, we can show you how to transfer to SuperConcepts administration services.

Making investments

To make your investments you will typically use a range of service providers such as stockbrokers, banks, property managers, among others. There are certain rules you need to be aware of.

Types of investments

SMSFs can invest across a wide range of investments. Share, property and cash are the most common investments but many others are also allowed.

Investment strategy

An SMSF must have an investment strategy that sets out the guidelines for how the assets will be invested. The key component will be the allocation of different types of investments.

Taxation

SMSFs benefit from favourable taxation laws to encourage Australian’s to provide for their own retirement.

Compliance

SMSFs need to ensure they comply with superannuation legislation. We can can help make sure you have the appropriate processes in place

Trustees

An SMSF is a trust, so it must have trustees. The individual members can be the trustees or a corporate trustee can be used.

Audit

Each year your SMSF must be independently audited. SuperConcepts will facilitate this for you.

How can SuperConcepts help you?

Find out how we can simplifying SMSF.

Ready to get started?

To establish your fund you will need:

✓ A name for your SMSF
✓ Personal details for each member including tax file numbers
✓ If you intend to use a corporate trustee, the name you would like to use for this company
✓ Identification documents for yourself and each fund member, eg. driver’s license, Medicare card, passport