Reporting SMSF changes

Self-managed super fund trustees must notify the Australian Tax Office (ATO) if there are changes to their SMSF.

Trustees must provide written notice within 28 days if there are changes to:

The above details are used by the ATO to determine if your fund meets the definition of an SMSF.

Providing incomplete or inaccurate information may make it impossible for your fund to receive rollovers or contributions.

If any of these details change for your SMSF, contact our office to update your details.

By outsourcing your SMSF administration to the SMSF Compliance Experts, your clients will receive best-in-class SMSF compliance service.

Are you ready to never worry about SMSF administration again?
Contact us today to get more information or to get started!

Marsden Park

SMSF Compliance experts

37 Dromana Rd
Marsden Park
NSW 2765

P. 0419 283 241

E.

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