Self-Managed Super Funds

Ongoing Administration

Record Keeping


The records that should be kept are:

  • Trust deeds and legal documents
  • Member details and nominations
  • Trustee declarations and minutes of meetings
  • Member account records, including contributions and benefit payments
  • Taxation records
  • Bank statements
  • Investment holdings and transactions

All records need to be kept for a required timeframe depending on the legislation, although generally a minimum of 5 years from end of the financial year that it was incurred – however, depending on the records, this may be a minimum of 10 years. Capital gains tax records, including original purchase documents, must be kept for five years from the year that the asset was disposed.