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General Advice Warning. Where you elect to use an Australian Trading Account to invest in ETFs other than Commsec, we will be unable to receive daily data on these accounts, and in turn will not be able to report details of these accounts in real time. Where you elect to invest in Foreign Exchange (FX) other than with CMC Markets, we will be unable to receive daily data on these accounts, and in turn will not be able to report details of these accounts in real time. See full list on esuperfund. In some cases the data will be available but additional information will be required.

For example when a Contribution is made to your Transaction Bank Account we can view that the Contribution has been made. Typically the Member making the Contribution will be detailed on transaction Bank Statement. As detailed above most of the data is available as it has been received electronically. For example you may need to confirm on whose behalf contributions have been made and the contribution type as detailed above.

Additionally you may need to provide details of Investments made by the SMSF which we cannot identify. For example if you make a Term Deposit with a Bank directly or a Property purchase, we will not have this information available. We will need documentation evidencing these types of external Investments at financial year end and will guide you on the documentation and information we require.

Once you have reviewed the Annual Checklist, you will need to collate the additional information and documentation requested (if any). Checklist completion is the first step of your SMSF’s Annual Compliance process. It is noted that in the first year your SMSF is setup the SMSF must lodge its Tax Return by February following the end of the Financial Year. In the second year and future years the SMSF must lodge its Tax Return by May following the end of the Financial Year.

Accordingly you should complete and submit the Annual Checklist at your earliest convenience to give us sufficient time to prepare and lodge the annual compliance documentation by the due date. An accountant will be assigned to your file and review the information provided by you in the Annual Checklist. If further information is require we will contact you via the Client Portal Inbox.

After we have completed the Annual Compliance Documentation for your SMSF, you will be notified to review the Compliance Documentation from your Client Portal. Once you are satisfied that the documentation is correct, you simply have to sign and upload the documentation. If you have any queries about the documentation please communicate with our office via your Client Portal Inbox.

On receipt of the signed documentation from you, the Tax Return is lodged with the ATO. In the first year your SMSF is setup the SMSF must pay its tax liability by February following the end of the Financial Year. Alternatively where your SMSF is entitled to a Tax Refund the Refund will be banked into your SMSF bank account by the ATO generally within business days after the lodgement of the Tax Return. At this time the Annual Compliance Process will be completed.

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A simple and convenient way to run your employer super plan. Their fees per year are $99 but the experience people have with this provider are mixe so as a specialist accountant in SMSFs I thought I would share my experience in this esuperfund review. Esuperfund is a Self Managed Super Fund (SMSF) service provider in Australia. Esuperfund does not provide investment advice to clients as their clients are largely DIY Investors who prefer to make their own investment decisions for their SMSFs, rather than pay excessive fees to advisors. Saxo Capital Markets uses cookies to give you the best online experience.

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