SMSF - The dawn of a new tax season
Welcome to a new financial year for you and your Self Managed Super Fund (SMSF). With the dawn of a new tax season, we can only hope that the year ahead brings a little more joy after some challenging times with the financial markets.
Completion of 2010/11 Year End Compliance
As part of our approach to the financial year ahead, we will be scheduling all of our client’s work to better manage our workload and most importantly the turnaround time for completion of your fund's requirements. To assist you in obtaining a better understanding of our approach to completing all of our SMSF work for the financial year, we provide you with the following table:
These are general guidelines to ensure that we meet all of our client's Australian Taxation Office, Centrelink or other government agency obligations.
To assist you in getting your records together to complete the 2011 work, we will be providing you with a revamped checklist and dividers.
You can also obtain these from the SMSF forms and publicationssection on the website.
We encourage you to contact your SMSF Client Manager on 1300 883 122 to discuss your requirements for the 2011 financial year (or any other matters relating to your fund).
We look forward to working with you in the year ahead.