Remember to lodge your SAR by 31 October

If your self-managed super fund (SMSF) had assets, such as super contributions or other investments as of 30 June 2023, then you will need to lodge an SMSF annual return (SAR) for the 2022–23 financial year.

Your lodgment due date will depend on your circumstances. If you are a new SMSF and are preparing the SAR yourself, or have previously lodged a SAR late, your due date is 31 October 2023.

When preparing your SAR you should refer to the 2023 SAR instructions on our website.

If you require assistance with lodging your SAR, you should contact a registered tax professional as soon as possible. This will give them time to add you to their lodgment program before 31 October 2023 and they will then tell you your due date.

You will also need to update your records, confirming they are the authorised representative for your fund. This will make sure your authorised tax professional has access to your information.

In some instances, you will still have to lodge by 31 October 2023, even if you appoint a tax professional.

If your fund does not have any assets, you need to either make a return not necessary request or cancel your fund’s registration if you no longer wish to have a SMSF.

Failing to lodge your SAR on time can result in the compliance status of your SMSF on Super Fund LookupExternal Link being changed to 'regulation details removed' which may result in rollovers and employer contributions not being made to the fund.

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