Records you need to keep

Administering and reporting

As a trustee, you will have a number of administrative obligations – for example, you will need to arrange an annual audit of your fund, keep appropriate records and report to us on the fund’s operation.

Documents to support and verify your claims

Find out what documents you may need to provide us to verify the amounts you claim in your tax return.

Keeping good investment records

Check which records to keep to help you report your investment income accurately and claim deductions.

Keeping good records

Advice for trustees of a SMSF on what records to keep and why.

Record keeping for business

ATO information to help businesses with your record-keeping requirements. Keeping accurate and complete records helps you meet your tax, superannuation and employer obligations, and manage your business and cash flow.

Record keeping for not-for-profits

A good record keeping system will help you manage your tax obligations. Find out what types of records you need to keep as a not-for-profit and for how long.

Reporting and keeping records

You need to report and pay luxury car tax (LCT) on time to avoid interest and penalties.