SMSF Resources

Free reference tools for Australian SMSF trustees. Each page covers a specific topic in depth - use them alongside the weekly newsletter to stay across the rules, dates, and numbers that matter to your fund.

Resources 5 pages

Current FY2025-26

Compliance Calendar

Key dates for FY2025-26 and FY2026-27

Every lodgement deadline, contribution window, pension drawdown date, and ATO reporting obligation in one place. Covers both the current and upcoming financial year so you can plan ahead.

Annual return TBAR Contribution deadlines Pension drawdowns

View calendar → Updated April 2026

Contribution Caps Hub

Caps, thresholds, and eligibility for FY2025-26

Concessional and non-concessional caps, bring-forward tiers, carry-forward rules, downsizer eligibility, and TSB thresholds - all in plain English, with worked examples.

Concessional cap $30k Non-concessional cap Bring-forward Downsizer

View caps hub → Updated April 2026

Rules & Limits Reference

The core rules every SMSF trustee needs to know

Trustee requirements, investment rules, pension rules, property restrictions, audit obligations, and ATO compliance powers - in one comprehensive reference page.

Trustee rules Sole purpose test Pension rules ATO penalties

View reference → Updated April 2026

Setup Guide

How to establish an SMSF, step by step

From choosing a trustee structure and executing a trust deed to ATO registration, rollovers, and first-year obligations - everything you need to set up an SMSF correctly.

Trustee structure ATO registration Rollovers Setup costs

View setup guide → Published April 2026

SMSF Glossary

80 key terms defined in plain English

From account-based pension to work test, every term a trustee needs to understand - with plain-English definitions, real-world context, and A-Z navigation.

80 terms A-Z navigation Plain English SMSF-specific

View glossary → Updated April 2026

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Super Informed is a free weekly newsletter for Australian SMSF trustees. Plain English. No advice. Every Thursday.

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