SMSF Health Check

Free SMSF Health Check Guide

Is your SMSF operating as effectively as it should? Our SMSF Health Check Guide helps trustees identify potential compliance risks, review fund governance, and assess whether their fund remains aligned with current legislation and retirement objectives.

Why Complete an SMSF Health Check?

Protect Your Retirement Savings: Identify potential issues before they become costly compliance breaches, audit qualifications, or ATO concerns.
Stay Compliant: Review key trustee obligations, record-keeping requirements, investment strategy obligations, and reporting responsibilities.
Strengthen Fund Governance: Ensure your trust deed, trustee records, minutes, investment strategy and fund documentation remain current and audit-ready.
Review Investment & Property Holdings: Assess whether your fund’s investments, property assets, borrowing arrangements, pensions and contributions remain compliant and fit for purpose.
Plan with Confidence: Evaluate succession planning, estate planning, liquidity, risk management and future retirement objectives.

Managing an SMSF provides greater control over your retirement savings, but it also places significant responsibilities on trustees. This practical guide includes a comprehensive compliance checklist covering governance, investments, property, pensions, reporting obligations and fund administration to help you identify issues early and maintain confidence that your SMSF remains healthy and compliant.