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SMSF factsheets you can download and keep
By easySMSF, SMSF Specialist Team · Updated
Four plain-English PDFs covering setup, investment rules, the annual compliance cycle and what an SMSF actually costs in its first year. No account, no email gate.
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What's in the pack
Each factsheet is a one-topic reference with practical records to retain, clearly labelled standard costs and source links. Check its edition date and the original sources before relying on a rule or figure.
Print them, share them with a co-trustee, or take them to your accountant. They are general information and don't take your personal circumstances into account.
- SMSF setup checklist — The seven steps to establishing a fund, what each one needs from you, and the documents you should keep.
- SMSF investment rules at a glance — The sole purpose test, the 5% in-house asset limit, arm's-length pricing and what those rules mean asset by asset.
- SMSF annual compliance calendar — What has to happen each financial year, in order, from 30 June valuations through to the annual return.
- SMSF first-year costs — Every line item in year one — professional fees, government charges and the annual fund levy.
SMSF setup checklist
The seven steps to establishing a fund, what each one needs from you, and the documents you should keep.
Download PDFSMSF investment rules at a glance
The sole purpose test, the 5% in-house asset limit, arm's-length pricing and what those rules mean asset by asset.
Download PDFSMSF annual compliance calendar
What has to happen each financial year, in order, from 30 June valuations through to the annual return.
Download PDFSMSF first-year costs
Every line item in year one — professional fees, government charges and the annual fund levy.
Download PDFFrequently asked questions
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General advice warning
Figures shown are illustrative only and based on the inputs and assumptions you provide. They are general information, not personal financial product advice. Consider your objectives, financial situation and needs, and seek personal advice from a licensed financial adviser before acting. easySMSF does not hold an Australian Financial Services Licence (AFSL).