Guides and Information
| Document | Details |
|---|---|
| 2023-24 Tax Rates | 2023-24 Key SMSF Tax Rates & Thresholds |
| SMSF Year End Planning Guide 2022 | A guide to planning tips and opportunities for the 2022-23 years |
| ATO Guide to Running an SMSF | ATO Guide for Trustees detailing the obligations of running an SMSF |
| Super Transfer Balance (TBAR) flowchart | An easy to follow flowchart to determine when and what to report for TBAR |
| TBAR Summary | A Brief guide for advisers to understand the identification and reporting requirements for TBAR |
| SMSF Property Borrowing Guide | Supernova guide to borrowing to purchase a property in an SMSF |
| Changes in Super 2017-2019 | Summary of key legislative changes since 2007 |
Administration Forms
| Form Name | Details |
|---|---|
| Annual Checklist | Checklist to assist you in providing all required documents to us |
| Contribution Advice | Form to provide a breakdown of contributions by member and contribution type |
| Work Test Declaration | Work Test Declaration for members between 67 and 74 who made contributions in years up to 30 June 2022 |
| Investment Strategy | Blank Investment Strategy Template |
| Pension Advice Form | Form to provide pension allocations for individual member pensions |
| Pension Minimum Calculator | A simple calculator to calculate minimum / maximum pension calculations |
| Covid Early Release Confirmation | Trustee Early Release Confirmation to Member |
| Covid Early Release Resolution | Trustee Resolution – Early Release |
| Covid Rent Relief Request | Request from tennant to Trustee for Rent assistance |
| Covid Rent Relief Minute | Trustee minutes to document and approve rent assistance |
Corporate Information
| Supernova Corporate Brochure | Details of our services and benefits |
| Transferring your SMSFs to Supernova | A step by step guide to assist you transfer your funds to Supernova * |