SMSF Health Check
Real Accounting

SMSF Health Check

A 5-minute check of your SMSF's administration and compliance.

Answer 12 yes, no or not sure questions to see where your SMSF stands. You don't need any paperwork in front of you.

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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Free · 12 questions · About 5 minutes

SMSF Health Check

A 5-minute check of the administration and compliance of your self-managed super fund (SMSF).

Answer 12 yes, no or not sure questions to see where your SMSF stands. You don't need any paperwork in front of you.