FREE TRUSTEE RESOURCE LIBRARY
SMSF Trustee Compliance Guides (free & editable)
Seven plain-language compliance guides covering the issues your auditor actually checks. Download the complete set — all editable Word documents, white-label ready.
✦ 7 guides available
✦ Editable .docx format
✦ White-label ready
Download all 7 — one form, right here.
WHAT'S INCLUDED
Seven guides covering the key audit risk areas
Each guide covers one compliance topic — what the rules are, what your auditor checks, and what trustees must do to stay compliant.
All seven are included in the single download above.
Prefer just one topic? Enter your details on any card below to receive that guide individually. Each is a standalone editable Word
document.
Contributions to Your SMSF
Covers contribution types, eligibility rules, annual caps, excess contributions, and trustee acceptance obligations — the issues most frequently raised in SMSF audits.
Concessional caps
Work test
Downsizer
Excess contributions
Cryptocurrency and Digital Assets
ATO valuation requirements, exchange documentation, wallet custody, and the investment strategy obligations specific to crypto holdings in an SMSF.
ATO valuation
CGT
Wallet custody
Investment strategy
Death Benefits in Your SMSF
Binding death benefit nominations, trustee payment obligations, tax treatment of death benefit payments, and the documentation your auditor will require.
BDBNs
Payment rules
Tax treatment
Documentation
Limited Recourse Borrowing Arrangements
LRBA structure requirements, related-party loan conditions, safe harbour terms, and the annual documentation obligations trustees frequently overlook.
Safe harbour
Related-party loans
Annual review
Bare trust
NALI / NALE in Your SMSF
What triggers NALI and NALE, the tax consequences, common related-party scenarios that catch trustees out, and how to document arm's length dealings correctly.
NALI tax rate
Related-party
Arm's length
Investment strategy
Pension Rules for SMSF
Minimum pension payment requirements, consequences of failing to meet minimums, transfer balance cap rules, and the evidence your auditor needs each year.
Min. drawdown
Transfer balance cap
TBAR
Documentation
Related Party Transactions
Part 8 associates, in-house asset rules, prohibited transactions, and the disclosure and documentation requirements for all dealings with related parties
Part 8 associate
In-house assets
Prohibited dealings
5% rule