Free SMSF Resources

Our Free Resources
for your SMSF

These resources are free for existing SMSF trustees and for those
contemplating setting up a new SMSF.

SMSF Insurance

SMSF Investment Strategy

Template of a SMSF investment strategy
SMSF Insurance

Pro forma Minutes

Template to record member meetings
SMSF Insurance

SMSF Derivatives Risk Statement

Required for options trading

Free SMSF Resources | Guides, Checklists, and Tools for Self-Managed Super Funds

If you’re an SMSF member seeking to refine your investment strategy or navigate the complexities of derivatives, our expert guides can help. Download our SMSF Derivatives Risk Strategy Guide for a step-by-step approach to managing risk and compliance when using derivatives in your portfolio. Ensure your fund is aligned with regulatory requirements by accessing our SMSF Investment Strategy Template, which provides a clear framework for balancing risk, diversification, and return objectives. Additionally, our SMSF Minutes Templates simplify the documentation process for key decisions, ensuring your fund remains compliant and well-documented.

 Comprehensive SMSF Guides and Checklists

  1. SMSF Setup Checklist: A step-by-step guide to setting up your SMSF with ease.
  2. SMSF Investment Strategy Guide: Learn how to craft a compliant and effective investment strategy for your SMSF.
  3. SMSF Derivatives Risk Strategy Guide: Understand and manage the risks of derivatives within your SMSF.

Free SMSF Tools for Setup and Compliance

  • SMSF Minutes Templates: Easily document fund decisions and ensure compliance.
  • SMSF Compliance Checklist: Ensure your SMSF meets all regulatory requirements.

Expert Tips and Strategies for Managing Your SMSF

  • SMSF Property Investment Resources: Learn how to invest in property through your SMSF.
  • SMSF Borrowing Strategies: Optimize your borrowing arrangements for property and investments
 
Whether you’re new to SMSFs or a seasoned member, our free SMSF resources will help you establish a solid investment strategy and navigate the complexities of derivatives, property investment, and compliance. 
 
Contact us today to discuss your SMSF needs or download our comprehensive guides to take control of your retirement savings.

Table of Free SMSF Resources

ResourceDescriptionDownload Link
SMSF Setup ChecklistA step-by-step guide to setting up your SMSF with ease.Download Now
SMSF Investment Strategy GuideCraft a compliant and effective investment strategy for your SMSF.Download Now
SMSF Derivatives Risk GuideManage the risks of derivatives within your SMSF.Download Now
SMSF Minutes TemplatesEasily document fund decisions and ensure compliance.Download Now
SMSF Compliance ChecklistEnsure your SMSF meets all regulatory requirements.Download Now
SMSF Borrowing StrategiesOptimize your borrowing arrangements for property and investments.Download Now
SMSF Property Investment GuideLearn how to invest in property through your SMSF.Download Now