Free download · SMSF Trustee Checklist 2026–27
Is your SMSF ready for the 2026 changes?
The rules for self-managed super funds changed this year, and more changes are on the way. Our free checklist shows what has changed, what every trustee must do each year, and what your accountant should be doing for you.
Get the free checklist
3-page PDF. Yours straight away.
What's inside
Three pages, three questions answered
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What changed in 2026
The residential borrowing ban, the 2026–27 contributions cap and the CGT changes, plus what is announced but not yet law.
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The yearly essentials
Investment strategy, valuations, audit, records, pensions and nominations, as a list you can tick off.
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Is your accountant doing these?
Five things a good SMSF accountant does without being asked, so you can see where your fund stands.
Already have an SMSF?
Changing accountants is easier than you think
If your fund's accounts are always late, or no one told you about this year's changes, we can take over. We contact your previous accountant directly and take over the records. Apart from signing our engagement letter, you don't need to do anything.
Ready to talk now? Book a free 15-minute call.
Questions
Before you download
Is it really free?
Yes. Enter your name and email and the checklist is yours straight away. There is no cost and no obligation.
Who is it for?
SMSF trustees who want to check their fund is on track this year, and anyone thinking about an SMSF who wants to understand what running one involves.
Will you tell me whether to set up an SMSF?
No. The checklist is general information. Whether an SMSF is right for you is a personal financial decision, so please speak to a licensed financial adviser. We look after the accounting, tax and compliance side of your fund.
What will you do with my email?
We'll send you the checklist and occasional updates on tax and SMSF changes. You can unsubscribe at any time. See our privacy policy for details.
Check your fund in ten minutes
Free, general information, current for 2026–27.