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If you have a self-managed superannuation fund (SMSF) that includes assets, such as property or shares, you are required to lodge an SMSF annual return (SAR).
Not all SMSFs have the same lodgment due date. Newly registered SMSFs and funds with overdue SARs for prior financial years, excluding deferrals, should have lodged their returns by 31 October 2024.
All other self-preparing SMSFs must lodge SARs by 28 February 2025 unless the ATO gives you a different date.
If you use a tax agent to lodge your SAR, the deadline will be either 15 May or 6 June 2025. Your tax agent should inform you of the applicable date.
If you miss the SAR deadline, the compliance status of your SMSF on the ATO’s Super Fund Lookup register will be changed to 'regulation details removed.' This may prevent rollovers from other super funds or employer contributions being made to the SMSF.
#accountant #tax #smsf
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