General information only, not personal financial or tax advice.
This checklist is general information about SMSF administration and compliance. It doesn't take your situation into account and isn't a substitute for advice about your own fund.
Figures are for 2026-27 and were checked against ATO sources on 26 October 2026.
Sources
- ATO, SMSF Super Fund Lookup status
- ATO, How to lodge and pay your SMSF annual return (2026)
- ATO, Registered agent lodgment program
- ATO, Your SMSF auditor
- ATO, Trustee declaration (form and instructions)
- ATO, Keep your details up to date (SMSF)
- ATO, SMSF record-keeping requirements
- ATO, Online services for SMSF trustees
- ATO, Your investment strategy
- ATO, In-house assets and related-party transactions
- ATO, Contributions caps and non-concessional contributions cap (2026-27)
- ATO, Payments from super: minimum pension payments
- ATO, SMSF supervisory levy
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