Compliance

June 24, 2019

Year End Update for your Self Managed Super Fund

In brief Changes and actions Pre 30 June 2019 • Ensure that contributions are made and received by 30 June. If contributions are by EFT, ensure that the contributions is recognised in the bank account as at 30 June. • Where applicable, ensure minimum pension payments have been withdrawn from the fund’s bank account by […]

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September 2, 2014

Your Reporting and Administrative Obligations While Running Your Self Managed Super Fund

SELF MANAGED SUPER FUND ANNUAL RETURN All Self Managed Super Funds need to lodge an Self Managed Super Fund annual return with the ATO each year, in order to: Report income tax Report super regulatory information Report member contributions Pay the supervisory levy The lodgment and payment date for all Self Managed Super Funds that […]

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February 21, 2014

Understanding ATO Compliance and Penalties for Self Managed Super Funds

AUSTRALIAN TAXATION OFFICE COMPLIANCE APPROACH The ATO compliance approach has traditionally focused on help and education. However, the ATO are concerned about the compliance of some Self Managed Super Funds. Therefore, the AT have increased their compliance activity on high-risk funds and the focus on timely lodgement. For Self Managed Super Funds, compliance activities will […]

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Contact

Suite 13, 241 Blackburn Road Mount Waverley VIC 3149

Phone: (03) 9802 2533

Fax: (03) 9802 0590

Postal Address: PO Box 323, Mount Waverley, Victoria 3149

Email: mail@rogersonkenny.com.au

ABN: 29 545 604 022