As a trustee of your Self-Managed Superannuation Fund (SMSF), you will need to ensure you are aware of your obligations and responsibilities in running the fund. We are here to help and guide you throughout the life of the fund. We provide support and assistance to ensure your fund remains compliant and you fulfil your duties as trustee.

Each year, you will have the following compliance events to complete:

  • maintain all financial records for the fund
  • have the annual financial statements and income tax return prepared
  • sign all lodgement documentation and have the income tax return lodged
  • review your investment strategy

You need to be able to managed the investments in the fund in a responsible way to maximise the benefits for members. When constructing an investment portfolio, you need to consider:

  • diversification
  • liquidity
  • volatility
  • cash flows
  • investment performance

To find out more, call us on 1300 667 897!

Financial Planning services provided as an Authorised Representative of Count Financial Limited, AFSL 227232.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group’s Privacy Policy. For further details, you can refer to the Group’s Privacy Policy.