Notify us if you make any changes to your SMSF

Claiming a deduction for personal super contributions
June 7, 2024
Minimum annual payments for super income streams
June 19, 2024

Be sure to let us know if you make any changes to your SMSF.

As a trustee, part of your obligations in maintaining a self-managed super fund (SMSF) are that you must notify us if you make any changes to your SMSF. These changes could include:

  • contact details (contact person, phone or email address)
  • change of structure within your SMSF
  • fund status
  • bank account details.

Regardless of how big or small the changes are, it’s important to notify us of any changes to your SMSF within 28 days.

If you change your contact details, but don’t notify us, then you run the risk of missing out on any important correspondence from us.

When you notify us of any changes, to protect you against the possibility of fraud or misconduct, we will send you an alert via SMS or email (or both). Our SMS alerts will no longer contain hyperlinks, these have been removed as part of an ATO wide project involving the removing of hyperlinks from all our SMS.

If you have any questions, feel free to ask them in the comment section. We will be happy to answer all your queries.

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