Skip to main contentSkip To searchSkip To Alex Virtual Assistant
ato logo
Search Suggestion:

Self-managed super funds

A self-managed super fund (SMSF) is a way of saving for retirement. The members run it for their own benefit.

Warning Alert
We're updating this information
We’re currently updating this topic to make it easier for you to find the information you need. During this time, you might find some links are broken. We’re working to resolve these and any other issues as quickly as possible. Thank you for your patience.

Before you start an SMSF

What to consider when deciding if a self-managed super fund (SMSF) is right for you.

SMSF regulation and compliance

How we regulate SMSFs and auditors, and how you can check your SMSF compliance status and report contraventions.

Setting up an SMSF

How to set up a self-managed super fund (SMSF) correctly to comply with tax and superannuation laws.

SMSF investing

SMSF investment requirements you must meet to ensure you comply with superannuation law.

SMSF contributions and rollovers

How to deal with contributions, deduction notices, rollovers and release authorities.

SMSF administration and reporting

Trustee obligations include arranging an annual audit, keeping appropriate records and reporting fund's operation.

Self-managed super fund education products

See our publications and online education modules to navigate the various stages of your SMSF lifecycles.

Paying SMSF benefits

When and how you can pay an SMSF benefit to a member, the types of benefits and your obligations as SMSF trustee.

Winding up a self-managed super fund

When to consider if you need to wind up your SMSF and how to wind it up.

Help and support for SMSFs

SMSF resources, scam awareness, help and support.

SMSF newsroom

Read the latest updates on tax, super and registry services for self-managed super funds (SMSFs) and approved auditors.

QC23300