Free SMSF Compliance Documents
Three professionally drafted documents required for a compliant, well-administered self-managed super fund. Download free — just enter your details below.
These documents are provided to assist SMSF trustees in maintaining compliance. Customise each to your fund's specific circumstances. We recommend trustees seek professional advice before using any template.
SMSF Investment Strategy Template
A ready-to-use, ATO-compliant template for your SMSF's investment strategy document. Required by law for every self-managed super fund — this template covers investment objectives, asset allocation ranges, risk profile, diversification, liquidity requirements and insurance considerations.
Pro Forma Minutes of Meeting Template
A professionally drafted minutes template for recording formal trustee and member meetings. Essential for key SMSF decisions — adding or removing members, changing the investment strategy, commencing pension phase, approving annual accounts or making significant investment decisions.
SMSF Derivatives Risk Statement
Required by the ATO if your SMSF holds or intends to trade options, futures, contracts for difference (CFDs), warrants or other derivative instruments. This risk statement documents how your fund identifies, manages and limits derivative risk — a legal requirement before your fund can enter into any derivative contract.
How to use these documents: Each document is provided as an editable Word file (.doc). Open in Microsoft Word or Google Docs, replace the placeholder text with your fund's specific details, and save. The Investment Strategy should be reviewed annually or whenever your fund's investment approach changes. Minutes should be prepared within 28 days of each trustee meeting. The Derivatives Risk Statement should be updated if your trading approach changes.
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My SMSF handles all annual compliance — financial statements, tax return, audit and ATO reporting. From $1,190 per year, fixed fee.