SMSF case studies

Case studies to help trustees decide if they are eligible to use the early engagement and voluntary disclosure service.

Case study explaining if gainful employment has ceased.

This case study deals with the calculation of the components of a lump sum benefit.

This case study describes the conditions you need to meet to start an income stream at 60.

Case study of death benefit lump sum payments.

A case study covering the impacts on an SMSF if a trustee is disqualified.

Conditions to determine whether improvements to a fund's asset constitute a fundamental change to that asset.

Case study on whether a SMSF contravenes super laws by purchasing a life insurance policy covering the life of a member.