Annual obligations

  • Make sure any minimum annual income-stream payments required under super laws have been paid
  • Value the funds’ assets at 30 June
  • Obtain an actuarial certificate if required
  • Prepare the fund’s end of year financial accounts and statements
  • Appoint a registered SMSF auditor at least 45 days before the SMSF annual return is due
  • Lodge your SMSF annual return by the due date.
  • Review the fund’s investment strategy and document the review
  • Keep all fund records as required under the super laws.
Share This