Free SMSF Resources

Our Free Resources
for your SMSF

These resources are free for existing SMSF trustees and for those
contemplating setting up an 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