30/04/2026
Protecting Your SMSF's Complying Status โ Don't Let It Slip! ๐ฆโ
Running a Self-Managed Super Fund comes with big responsibilities โ and one of the most critical is ensuring your fund maintains its status as a complying Australian fund at all times.
To do that, your SMSF must continuously satisfy these 3 key residency conditions:
๐ต Fund Established or Has Assets in Australia โ Your fund must have been set up in Australia or hold assets here.
๐ต Central Management & Control is Ordinarily in Australia โ The key decisions about your fund must be made by trustees based in Australia.
๐ต Active Members Test โ At least 50% of the fund's total assets must be held by active members who are Australian residents.
Failing even one of these conditions could result in your SMSF being treated as a non-complying fund, leading to significant tax consequences and penalties.
Whether you're living abroad temporarily or planning overseas travel, it's essential to understand how residency rules affect your fund. Don't leave your retirement savings at risk โ get expert advice before it's too late! ๐ผ๐ฆ๐บ
๐ Contact ๐๐ฎ๐๐ฒ๐ ๐ง๐ฎ๐
๐ฎ๐๐ถ๐ผ๐ป today and let our experts keep your SMSF on track!
Contact us today and experience hassle-free financial management!. ๐โจ
Contact
0413 768 541
[email protected]
Cranbourne West Office:
206 Evans Rd, Cranbourne West VIC 3977
Wheelers Hill Office:
41E/190 Jells Road, Wheelers Hill VIC 3150
Business Hours
Monday โ Friday
9:30am to 5:30 pm
Saturday and Sunday by
appointment Only
or visit our website: https://www.caseytaxation.com.au/