Notify the ATO and ASIC of changes

You need to notify the ATO within 28 days if there are any changes to your fund.

This includes changes in:

  • trustees
  • directors of the corporate trustee
  • members
  • contact details (contact person, phone, email address and fax numbers)
  • address (postal, registered or address for service of fund notices)
  • fund status.

Those with a corporate trustee structure must also inform ASIC.

You can update the above details of your SMSF:

  • online through the Australian Business Register at abr.gov.au
  • through a registered agent
  • by phone 13 10 20 – you must be the authorised contact for your SMSF.

You can update your fund's financial institution account details, tax refund account or electronic service address (ESA) using one of the following methods:

Setting up a self-managed super fund (SMSF)

Steps Progress

What is an SMSF?

3 mins

Is an SMSF right for you?

6 mins

Setting up an SMSF

1 mins

Choose an SMSF trustee structure

4 mins

Appoint trustees

6 mins

Check your SMSF is an Australian super fund

2 mins

Create a trust deed

2 mins

Hold assets

2 mins

Register your SMSF

3 mins

Set up a bank account

2 mins

Get an electronic service address

1 mins

Create an investment strategy

2 mins

Plan for the future

1 mins

Prepare an exit plan

2 mins

Record-keeping requirements

2 mins

Notify the ATO and ASIC of changes

2 mins

Consider professional advice

2 mins

Help and more information

3 mins

Related courses

1 mins

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