Download checklist and information sheets
Tax Checklist:
Fringe Benefit Tax:
FBT Declaration commercial vehicles
FBT motor vehicle odometer log
FBT Employer Election to use operating cost
Information sheets:
Record keeping for trust factsheet
*Please be aware the SMSF investment strategy template is an example and is not meant to be adopted by your SMSF as is, you need to customise the template for your SMSF's requirements, it is simply an example. The template is provided as is, if you use the template, you do so at your own risk, we provide no warranty and take no responsibility for any loss or harm you or your SMSF may incur by using the template.
Tax Information: