An SMSF compliance checklist for Australian trustees, covering the obligations that recur every year and the ones most often missed.
SMSF Compliance Checklist
An SMSF compliance checklist for Australian trustees covers the obligations recurring annually: appointing an approved auditor, lodging the annual return, reviewing the investment strategy, valuing assets at market value, monitoring contribution caps and the in-house asset limit, and reviewing nominations. Confirm current requirements against ATO guidance.
