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  • Switching regulators or changing trustees



    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

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    Do not use either the Fund income tax return 2009 or the Self-managed superannuation fund annual return 2009 to report a switch of regulator or changes of trustees. If a non-regulated or Australian Prudential Regulation Authority (APRA) regulated superannuation fund attempts to lodge a Self-managed superannuation fund annual return 2009 it will be rejected. The same will occur if an SMSF attempts to lodge a Fund income tax return 2009.

    All superannuation funds that switch regulators must inform us within 21 days by either updating their details online at Link or see Notify us of changes.

    Last modified: 29 Jul 2020QC 21714