This SMSF Administration Resource list has been exclusively developed for Super Auditors clients to use in relation with SMSF compliance. These documents are provided for illustrative purposes only. You are encouraged to develop and tailor the contents to suit your own needs.
Simply click on the document required to download.
- Member Application to Fund
- Consent to Act as Trustee
- Consent to Act as Corporate Trustee
- Confirmation of Contributions
- Rental Income Summary
- Unlisted Unit Trust Confirmation
- Associated Unit Trust Register
- Condition of Release Declaration
- Member Application Lump Sum Benefits
- Member Application Pension
- Trustee Confirmation Lump Sum Benefits
- Trustee Confirmation Pension
- Trustee Resolutions Lump Sum Benefits
- Trustee Resolutions Pension
- Work Test Declaration
- Year End Minutes
- Member Application Commute and Reset Pension to ABP
- Trustee Confirmation Commute and Reset Pension to ABP
- Trustee Resolution Commute and Reset Pension to ABP
- Member Application Commute and Reset Pension to TTR
- Trustee Confirmation Commute and Reset Pension to TTR
- Trustee Resolution Commute and Reset Pension to TTR
- Declaration of Trust for Property