SMSF liquidity worksheet

Our Mortgage Checklist & Budget form

Annual SMSF liquidity assessment worksheet

SMSF (Self Managed Superannuation Fund) trustees have strict requirements to monitor and assess the liquidity of the SMSF for the benefit of its members.

  • We provide annual liquidity assessments for SMSF Trustee clients and use this worksheet to help them prepare and pre-assess their own position.
Need to learn more? Watch our video interview SMSF Trustee Liquidity Requirements.
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Wherever you are on your financial journey, whether it’s your business, your family or just you; it’s about good information, good connections and good financial advice — and the ability to recognise the difference.

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