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Appendixes for the SMSF annual return

Additional information to help complete certain sections of your self-managed superannuation fund annual return.

Published 28 May 2025

Examples of exempt current pension income (ECPI) to assist you when completing labels in the SMSF annual return (SAR).

Use Appendix 2 to work out deductions for capital works expenditure.

Use Appendix 3 to work out how to complete forestry managed investment schemes item of the annual return.

Use Appendix 4 to find definitions for terms used in the annual return instructions.

QC104729