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The Self-managed superannuation fund annual return (NAT 71226) comprises your income tax, regulatory and member contributions reporting.
You should lodge the self-managed super fund (SMSF) annual return for the relevant year:
You need to make sure the return is completed in its entirety, including approved auditor details, otherwise your lodgment will be rejected.
From January 2010, the SMSF annual return cannot be processed if there are no assets in the fund, unless it is the fund's final return.
As SMSFs assess their own tax debt or refund, a notice of assessment will not be issued. The lodgment of the return is deemed to be an assessment.
The Self-managed superannuation fund annual return instructions (NAT 71606) can assist you to complete the SMSF annual return.
Find out more
To access the instructions for the relevant year, refer to Self-managed superannuation fund annual return instructions (NAT 71606).
Also refer to Completing the self-managed super fund annual return. This information highlights some of the more common reporting errors encountered during compliance activities.
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