Self Managed Super Fund Videos

SMSF - Setting up your SMSF

Here are some of the key steps you need to take when you set up your SMSF

SMSF Sole Purpose Test

Learn more about the sole purpose test and what it means to your SMSF investments -- Updated on 7 July 2014 to cover expanded penalty options.

SMSF - Arm's Length

Are you conducting your SMSF’s transactions at arm’s length?

If you aren’t sure, watch this video and learn more about what this means.

SMSF Annual Obligations

Make sure you meet all your SMSF obligations before lodging your fund's annual return.

SMSF - What's involved with an SMSF

Before you decide if an SMSF is right for you, you should have an idea of what's really involved.

For more information visit www.ato.gov.au/smsf

SMSF - You can't do it all yourself

SMSFs are often called do-it-yourself funds or DIY super -- but that isn't really the case!

Meet the people who you will have to work with or who can help you meet your obligations as an SMSF trustee.

For more information visit www.ato.gov.au/smsf

SMSF Investment Strategies

Your SMSF's investment strategy is the framework that guides your investment decisions.

It pays to have a good investment strategy that is regularly reviewed.

Watch this video to learn what factors your SMSF's investment strategy needs to take into account.

SMSF Loans and Early Access

Some people mistakenly think that an SMSF can provide them with a loan or they can access their super whenever they like.

This is not the case!

Watch this video for more information

SMSF planning for the unexpected (relationship breakdown, incapacity, death)

Life is full of surprises.

Plan ahead to help your SMSF deal with unexpected issues such as a relationship breakdown, incapacity or an untimely death.