Show download pdf controls
  • Notifying us of any changes

    As a trustee of a SMSF you must notify us within 28 days if there are any changes to the following:

    • trustees
    • directors of the corporate trustee
    • members
    • contact details (contact person, phone and email address)
    • address (postal, registered or address for service of fund notices)
    • fund status.

    You can update the above details of your SMSF:

    • online at
    • online through Online services for business (via Secure Mail)
    • through a registered agent
    • by phone 13 10 20 – you must be the authorised contact for your SMSF
    • by lodging the paper form change of details for superannuation entities.

    While you can also update your SMSF's address details by lodging a SMSF Annual Return (SAR) you will not be able to update any of the other details listed above via the SAR.

    Sometimes when you add a new member or trustee we may initiate a review. We aim to complete these reviews within 56 days. This is one of the many steps we are taking to safeguard the retirement savings of Australians.

    If you become a disqualified person you must immediately:

    • notify us of your disqualification (unless you have been disqualified by us)
    • cease being a trustee.

    See also

    Keep up to date

      Last modified: 18 May 2022QC 69621