SMSF members’ Total Super Balance in ATO online services

Find out why it’s important to lodge your accumulation or retirement phase values correctly in the SMSF annual return.

Accumulation phase value (APV) or retirement phase value (RPV) must be lodged on the SMSF annual return at X1 and X2 fields (Member Information). Otherwise, members may not see an accurate figure when viewing Total Super Balance (TSB) in ATO online services.

If your TSB amount isn’t accurate in ATO online, check your SMSF annual return to see if all fields were completed.

A zero TSB amount displayed could mean:

• we don’t have any information for the financial year
• the amounts reported to us by your fund/s for TSB purposes don’t equal the account balance reported on your annual statement
• a fund has reported the APV as a different or zero amount.

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