Self Managed Super Fund Issues of Interest
We have included below a series of documents and information regarding self managed superannuation and the SMSF sector designed to help answer any questions you may have about starting, setting up and running an SMSF and what's involved.
Thinking about self managed super - Six steps to working out if managing your super is
right for you.
Setting up a self managed super fund - What you need to know to get your self managed fund started.
Running a self-managed super fund - Understand your role and responsibilities as a trustee and protect your retirement income.
Self Managed Super Funds - key messages for trustees; know your duties and responsibilities.
Trustee Declaration Form - You must keep your signed trustee declaration form for at least 10 years; read the declaration.
Request for Transitional Release Authority Form - Use this form if you want amounts released from your super.
Deductions for Personal Super Contributions - Notice of intent to claim or vary a deduction for personal super contributions.
You can find more self managed super forms here.