Death of an SMSF member QC42473 ATO has removed six months guidance for paying death benefits payments under “as soon as practicable” earlier position. What trustees need to do when a member dies When a self-managed super fund (SMSF) member dies, trustees are responsible for correctly identifying who to pay the member’s superannuation to. This […]
Guide to valuing SMSF assets
What, when, how and why SMSF trustees value assets for preparing fund accounts, statements and the SMSF annual return. On this page Help for SMSF trustees This guide is designed to help self-managed super fund (SMSF) trustees when valuing assets for superannuation purposes, including: It is expected that the investment decisions you make are designed […]
Compliance audit of an SMSF
SMSF auditor requirements for conducting Part B: Compliance audit and our minimum expectations of audit checks. Last updated 21 October 2025Print or Download On this page Requirements for conducting the compliance audit As an approved self-managed super fund (SMSF) auditor, you must possess the required capabilities and competencies to conduct a compliance audit of an SMSF. […]
Auditing SMSFs with crypto assets
Auditors should check that crypto asset investments are compliant. If a self-managed super fund (SMSF) invests in crypto assets, the approved SMSF auditor must check that the investment complies with superannuation laws and regulations. During your audit, confirm that the investment: Holding statements or investment summaries alone are not sufficient to confirm market value. You […]
Navigating SMSF crypto assets
Be informed and protected when investing in crypto assets. With a growing number of self-managed super funds (SMSFs) investing in crypto assets it’s important to be aware of the potential risks. We’ve seen instances of SMSF trustees losing their crypto investments due to theft, lost passwords, and impersonation schemes. Here are some essential tips to […]
Valuation guidelines for self-managed superannuation funds
This guide is designed to help you as a self-managed superannuation fund (SMSF) trustee when valuing assets for super purposes. It is not a comprehensive handbook about valuations. This guide does not take away your responsibility to manage investments prudently. You must ensure the fund’s investment strategy is reviewed regularly and takes into account the […]
Self Managed Super Fund set-up
Self Managed Super Fund set-up Self Managed Super Fund set-up When Self Managed Super Fund (SMSF) is set-up and requires first year of the audit, please contact us to provide you with special discount. If you are a accountant, advisor or administrator looking for competitive audit fee package to get edge in the market place […]