Filing Your SMSF Tax Return and Key Due Dates
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Lodging your SMSF Annual Return (SAR) is more than just ticking a box — it’s a vital responsibility. Missing deadlines can result in ATO penalties , impact your fund’s compliance, and even lock you out from making contributions. This guide walks you through what the SAR includes, the deadlines based on different scenarios, and how to meet all your commitments throughout the year. No investment advice — just clear technical information for trustees. What Is the SMSF Annual Return (SAR)? The SAR is a single form that combines superannuation reporting with tax data. It covers: The fund’s income, expenses, gains, and losses. Member contributions and tax components. Pension payments and any exemptions claimed. Compliance confirmations, including auditor details and levy payments Submitting the SAR assures the ATO that your fund meets the Superannuation Industry (Supervision) Act’s requirements and remains compliant. You can only submit once your annual au...