Trustee Reference Tools
SMSF Tools
Quick-reference resources for Australian self-managed super fund trustees. Check key dates, contribution caps, rules, definitions, and planning calculations without digging through regulator pages.
Reference Tools
Lodgement deadlines, contribution windows, pension drawdown obligations, Payday Super timing, and ATO reporting dates for the current financial year. Updated as ATO guidance is released.
- Annual return and audit lodgement dates
- TBAR reporting obligations
- Contribution closing dates
- Pension drawdown windows
Concessional and non-concessional caps, bring-forward tiers, carry-forward rules, downsizer eligibility, and TSB thresholds. All current figures in plain English with worked examples.
- Concessional cap: $32,500 (FY2026-27)
- Non-concessional cap: $130,000
- Bring-forward maximum: $390,000
- Carry-forward unused concessional amounts
- TSB eligibility thresholds
Trustee obligations, investment restrictions, pension rules, property limitations, audit requirements, and ATO compliance powers. A single-page reference to come back to when you need to check a rule quickly.
- Trustee eligibility and disqualification rules
- Sole purpose test and in-house asset limits
- Related party investment restrictions
- Pension payment minimums
From account-based pension to work test, 146 terms a trustee needs to understand - with real-world context and A-Z navigation.
- 146 SMSF-specific terms
- A-Z navigation for fast lookup
- Plain-English definitions throughout
- ATO, SIS Act, and pension terminology
Planning Tools
Enter your age, total super balance, and year-to-date contributions. The planner calculates remaining cap room, bring-forward eligibility, carry-forward capacity, and key threshold flags.
- Concessional cap room and carry-forward
- Non-concessional cap and bring-forward tiers
- Bring-forward arrangement tracking
Enter your balances, pension status, transfer balance cap figures, and earnings assumption. The planner calculates your current year minimum, remaining TBC space, a 10-year drawdown projection, and key retirement phase flags.
- Minimum pension drawdown and TRIS maximum
- Transfer balance cap position
- 10-year pension balance projection
- Pension vs accumulation tax comparison
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SMSF guides, tools, and weekly updates made for Australian trustees. No advice.
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