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  • Did you miss your lodgment due date?

    If you missed your lodgment due date of 31 October, it is important to get on top of things now, otherwise you may be subject to compliance actions.

    Your self-managed super fund (SMSF) is required to lodge the SMSF annual return (SAR) by 31 October if your SMSF is newly established and you are preparing the SAR yourself or if you have a tax agent and missed previous years lodgments. You should have received a letter from us in August telling you to lodge by this date.

    If you haven't lodged your SAR and have not contacted us, then the compliance status of your SMSF may be changed on the Super Fund Lookup. If your status is changed to 'regulation details removed', APRA funds will not be able to roll over member benefits and employers are recommended to not make employer contributions. This status will remain until your overdue lodgments are brought up to date.

    We may also consider further compliance actions such as imposing failure to lodge penalties and issuing trustees with directives.

    Need help?

    If you've not lodged and you're having difficulty preparing your return, contact us or talk to your registered tax agent about your options. You can also use the SMSF early engagement and voluntary disclosure service so we know you're looking to lodge as soon as possible.

    Don't forget for more information for SMSFs - You can keep up to date with our recently published SMSF news and alerts and you can subscribe to SMSF newsExternal Link for a monthly wrap-up of news and updates.

      Last modified: 17 Nov 2022QC 70896