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Prepare to lodge your SAR by 15 May

Appoint your auditor now to lodge your annual return by 15 May 2024.

Last updated 12 March 2024

Is your self-managed super fund (SMSF) annual return (SAR) for 2022–23 due 15 May 2024? You need to appoint an auditor no later than 45 days (1 April 2024) before lodgment to meet the May deadline.

In preparation for your lodgment, you also need to:

  • complete a market valuation of all your assets
  • prepare your fund's financial statements
  • provide signed copies of documents 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.

If you're having difficulty preparing your return, contact us or talk to a registered tax professional.

You can also visit our SMSF support services for help.

Looking for the latest news for SMSFs? – You can stay up to date by visiting our SMSF newsroom and subscribingExternal Link to our monthly SMSF newsletter.