Free, legislation-backed tools designed for SMSF trustees and professionals.
Legal direction & deed architecture maintained by Terence Wong, Principal Lawyer (10+ years practising in SMSF & trusts; 5+ years Legal Practice Director at Constitute / Docscentre / Topdocs developing leading trust deeds; LIV Technology & Innovation Committee Member; Guest SMSF & Trusts Specialist Presenter at Leo Cussen Centre for Law). Available by phone or in person before and after document dispatch.
Check your Non-Concessional Contribution eligibility and bring-forward limits.
Launch ToolCalculate your remaining personal TBC space, including proportional indexing.
Launch ToolDetermine if you meet the work test requirements for personal deductible contributions.
Launch ToolCalculate tax on death benefits for dependants vs non-dependants (adult children).
Launch ToolDetermine when you can access your superannuation benefits based on your preservation age and conditions of release.
Launch ToolCalculate optimal contribution splitting between spouses for tax efficiency.
Launch ToolCalculate excess transfer balance tax and determine your liability.
Launch ToolCalculate the tax consequences of partially or fully commuting an account-based pension.
Launch ToolDetermine whether your SMSF requires an actuarial certificate for tax exemption on pension assets.
Launch ToolCalculate whether your SMSF complies with the 5% in-house asset limit.
Launch ToolVerify that related party transactions comply with arm's length requirements under SISA s 109.
Launch ToolCalculate Division 293 tax on excess low-tax taxed contributions for high-income earners.
Launch ToolDetermine your eligibility for the 15-year CGT small business exemption on asset sales.
Launch ToolDetermine if your pension will automatically continue to your nominated reversionary beneficiary.
Launch Tool