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  • Getting ready to lodge your SAR by 15 May

    If your self-managed super fund (SMSF) annual return (SAR) for 2019-20 is due 15 May 2021, you need to appoint an auditor no later than 1 April 2021, to meet the May deadline. If you don't think you can lodge on time, contact us.

    In preparation for your lodgment, you also need to complete a market valuation of all your assets, prepare your fund's financial statements and provide signed copies of these to your auditor so they can determine your financial position and your fund's compliance with super laws.

    Remember, if your SAR is more than two weeks overdue, and you haven't contacted us, we will change the status of the SMSF on Super Fund Lookup to 'Regulation details removed'. This status will remain until any overdue lodgments are brought up to date.

    If you have a status of ‘Regulation details removed', APRA funds will not be able to roll over member benefits and employers will not be able to make any super guarantee payments to the fund's members.

    Need help?

    If you are having difficulty preparing and lodging your SAR contact us.

    If you use the services of a registered tax agent, talk to them about your options.

    If you need help, we encourage you, your tax agent or your super professional to use the SMSF early engagement and voluntary disclosure service. We can work with you to get your affairs in order.

    To help you finalise and lodge your SAR correctly, check out our handy Trustee reporting obligations checklist.

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      Last modified: 23 Mar 2021QC 65135