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This resource helps you assess whether an SMSF is right for you by clarifying your objectives, testing your readiness, and explaining the setup process to avoid common mistakes. It supports informed decision-making but is not a substitute for personal, legal, or tax advice.

This guide helps you with:

  • Understanding why this SMSF resource exists

  • Assessing whether you are SMSF-ready using a structured scorecard

  • Evaluating governance, investment, complexity, and relationship risks

  • Identifying key SMSF risks and responsibilities

  • Following a clear, step-by-step SMSF setup roadmap (if appropriate)