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  • Preparing to lodge your SAR – are you due to lodge by 28 February?

    Some self-managed super funds (SMSFs) need to lodge their SMSF annual return (SAR) by 28 February 2021. As 28 February 2021 falls on a Sunday, you can lodge on 1 March 2021. Check your lodgment date on our website or talk to your advisor.

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

    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 as early as possible.

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

    We understand the current economic environment due to COVID-19 may make keeping up to date with your trustee obligations a challenge. 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.

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      Last modified: 15 Jan 2021QC 64541