Explore Your SMSF Structure Options
Answer 7 quick questions and receive a personalised guide to help you better understand your trustee structure options.
As at 30 June 2025, the ATO’s most recent annual statistics show around 72% of SMSFs have a
corporate trustee, and that number continues to climb
Choosing an SMSF trustee structure is an important decision. It can influence how your fund is administered, the paperwork you’ll need to manage, the ease of making future changes, and the costs involved over time.
Many guides compare trustee structures in broad terms, but they don’t always reflect the circumstances that matter most to you. This short assessment asks 7 targeted questions and provides a tailored guide designed to help you understand the key differences between corporate and individual trustees.
How the survey works
1. Answer seven quick questions
We’ll ask about your fund setup, membership structure, future plans, administration preferences and other key considerations.
Takes less than two minutes.
2. Receive your personalised guide
Get tailored educational content based on your responses, including how each trustee structure works, where it may be suitable, and the considerations that may be relevant to your situation.
3. Compare the alternatives
See how corporate and individual trustee structures compare across key areas such as administration, flexibility, succession, cost and compliance obligations.
4. Save and share
Receive your guide by email so you can review it later or discuss it with your adviser, accountant or fellow trustees.
Why trustee structure is important
Why listen to us
We’ve been simplifying
SMSFs for over 40 years.
Today we administer around 8,000 funds – making us one of Australia’s largest SMSF administrators – and we’re the company that other SMSF specialists, accountants and advisers trust to power their own practices.
260+ data-fed institutions
24/7 online dashboard
Dedicated client service manager
Monthly trustee webinars

