The range of investments that can be made by an SMSF is broad, below is a list of the most common items that we will need. Please download these documents or any other documents to substantiate the Assets and Liabilities of the Fund plus Income earned and Expenses incurred

  • Trust Deed and amendments,
  • Prior Year Audit Statement (if we were not the Auditor last year),
  • Financials (including the prior year),
  • Members Statements (if not part of financials),
  • Tax Return,
  • Investment Strategy,
  • Minutes of Meetings of Trustees throughout the year,
  • Bank Statements,
  • Members earnings calculations,
  • Share Portfolio Statements, plus Buy/Sell Contracts for trading throughout the year.
  • Property Purchase Documents/Valuations,
  • Lease documents,
  • Loan Documents,
  • Loan Statements,
  • Documents substantiating any Other Investments or Debts,
  • Any Other Documents