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April 17, 2024

Unclaimed super money and lost member reporting due

Remember to pay unclaimed super money and lost member assessment reporting by 30 April 2024. You need to meet your legislated reporting and associated payment obligations […]
April 11, 2024

Fund rules intended to prevent excess contributions tax

Issues concerning the rules in some funds, designed to prevent excess contributions tax (ECT). Determining whether a payment is a contribution If a trustee of a […]
April 4, 2024

Valuing fund assets correctly for the SMSF annual return

Every year you need to value your SMSFs assets and provide supporting evidence to your auditor. A key responsibility self-managed super fund (SMSF) trustees have every […]
March 26, 2024

SMSF client to agent linking

Client-to-agent linking applies to all types of entities with an ABN, including SMSFs. For new SMSFs using a tax agent, you can link to your agent by lodging […]