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Who and What Is an SMSF Trustee?
In an SMSF, trustees are legally responsible for managing the fund, complying with superannuation law, and acting in the best interests of members. Whether as individual trustees or directors of a corporate trustee, their role includes managing investments, ensuring compliance, and protecting members’ retirement savings. Learn what an SMSF trustee is, their obligations, and why this role is critical to running a successful fund.
3 min read
Who Can Be a Trustee or Director of an SMSF?
SMSF trustees and directors must meet specific eligibility criteria set by the ATO to ensure fund compliance. This article explains who can serve as a trustee or corporate director, disqualification rules, legal personal representatives, trustee consent, and declarations to support trustees and mortgage brokers in managing SMSFs responsibly.
3 min read
How Many Members Can I Have in an SMSF?
Discover how many members your SMSF can have and understand the differences between individual and corporate trustees. Learn about governance, compliance, costs, asset ownership, and succession planning to keep your SMSF legally compliant and efficiently managed.
3 min read
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