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  • Your SMSF annual return may be due by 31 October 2021

    If you are a new self-managed super fund (SMSF) or if you have missed previous years lodgments, your SMSF annual return (SAR) for 2020-21 is due by 31 October. As 31 October falls on a Sunday this year, you will have to lodge by 1 November 2021. If you are a new SMSF, but are lodging through a tax agent, your SAR is not yet due.

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

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

    You will also have to pay the supervisory levy. If you are a first time lodger, it will be $518 which will cover the 2020-21 and 2021-22 financial years.

    You may also have to lodge a transfer balance account report with your SAR if all your members have a total superannuation balance of less than $1 million.

    Need help?

    If you are having difficulty preparing your return and do not think you can lodge on time, contact us or talk to your registered tax agent about your options.

    If you need help, we encourage you, your tax agent or 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: 24 Aug 2021QC 66678