Home / Individuals / Articles / FocusOn - Establishing and maintaining records for SMSFs

focus onarrowOur FocusOn documents are comprehensive overviews.
The topics are often very complex and we recommend you contact
us before acting on transactions.

arrowThis sample pdf shows the typical detail in our FocusOn documents.
To request a full copy of this Records for your SMSF FocusOn, please complete the request form.

Topics covered in this FocusOn

bulletFund establishment
Investment strategy
bulletOngoing record keeping
Accounting records
Trustee meeting decisions
bulletMinimum retention periods
bulletOrganising your information

 

Matthew Crouch

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