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Resources

Practical, specialist guidance on every stage of the SMSF journey, from establishment through to retirement, property, compliance and the significant events that don't come up every year. Browse by topic below.

SMSF Resources

What is an SMSF
 

How and SMSF is both similar and different to other types of Superannuation options

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How an SMSF Works
 

Understand how an SMSF actually works. From the different roles, how income and expenses are determined and how they are taxed

Setting Up
 

Everything involved in establishing your SMSF correctly from day one, from choosing a trustee structure through to your ongoing corporate obligations

Contributiions and Rollovers

What you need to know before contributing to your SMSF or consolidating existing super into it.

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Investments
 

How to build and document your SMSF Investment Strategy, and the compliance requirements that apply to other investment types like cryptocurrency.

Running Your SMSF
 

The ongoing obligations every SMSF trustee needs to stay on top of, plus what to do if a lodgement falls overdue or a compliance breach occurs

Retirement and Benefits

How to start a pension from your SMSF, and what happens to the fund when a member retires.

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Major Life and Fund Changes

What happens to your SMSF during a divorce or death, and the steps involved if you need to wind the fund up entirely.

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Blog 
 

Read our latest blog posts

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Contact Us
 

If you are interested in becoming a client of ours, fill out the contact form to make an enquiry

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Copyright LIfetime SMSF Pty Ltd | Privacy | 

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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