---
title: "SMSF Liquidity Worksheet - Sapience Financial"
description: "Life Insurance Advice and  Modern Estate Planning Services for Australian Small Business Owners, Partnerships & their Families"
url: "https://sapience.com.au/smsf-liquidity-worksheet"
date: "2026-06-15T08:09:54+00:00"
language: "en-GB"
---

## SMSF liquidity worksheet

### 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](https://sapience.com.au/blog/smsf-and-liquidity-risks).

 [Download](https://sapience.com.au/smsf-liquidity-worksheet/routedownload)

## Schema

```json
{
    "@context": "https://schema.org",
    "@type": "BreadcrumbList",
    "itemListElement": [
        {
            "@type": "ListItem",
            "position": 1,
            "name": "Home |",
            "item": "https://sapience.com.au"
        },
        {
            "@type": "ListItem",
            "position": 2,
            "name": "SMSF Liquidity Worksheet",
            "item": "https://sapience.com.au/smsf-liquidity-worksheet"
        }
    ]
}
```