Education for SMSF trustees
Our publications and online education modules contain key points on what you need to know when starting, running or winding up your self-managed super fund (SMSF). They form a suite of education products aimed at supporting you, as a SMSF trustee, with your regulatory and reporting obligations.
We strongly recommend you take the opportunity to improve your understanding of your SMSF trustee obligations. We have developed these lifecycle publications and online education modules to help you achieve this.
You can use our publications as a reference tool while our online education modules are interactive and provide an excellent opportunity for you to build your knowledge.
With the education modules you can create an account and set up a personalised learning pathway, which will also record course completion.
Starting a self-managed super fund
The Starting a self-managed super fund (PDF, NAT 75397, 1,643KB)This link will download a file publication and the Setting up a self-managed super fundExternal Link online education module helps you consider if an SMSF is right for you.
The modules include:
- what is an SMSF
- choosing a structure
- an outline of your obligations
- registering your SMSF
- getting professional advice.
You can also find this content in:
Running a self-managed super fund
The Running a self-managed super fund (PDF, NAT 75612, 2.12MB)This link will download a file publication and the Running a self-managed super fundExternal Link online education module helps you understand your role and obligations to help you manage your fund effectively.
The modules include:
- accepting contributions and rollovers
- managing your fund's investments
- paying super benefits
- reporting and administration.
You can also find this content in:
Winding up a self-managed super fund
The Winding up a self-managed super fund (PDF, NAT 75417, 860KB)This link will download a file publication and Winding up a self-managed super fundExternal Link education module helps you prepare for when you decide to wind up your SMSF.
The modules include:
- common situations where you may consider winding up
- preparing your exit plan
- how to correctly wind up your SMSF
- getting professional advice.
You can also find this content in Winding up
Small business education portal
You can also easily access our SMSF online education modules from our Small business education portalExternal Link.