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:

Running a self-managed super fund (SMSF)

Steps Progress

What is an SMSF?

3 mins

Your obligations when running an SMSF

1 mins

Contributions and rollovers

1 mins

Contributions

6 mins

Rollovers

6 mins

Managing your fund’s investments

36 mins

Paying super benefits

8 mins

Types of benefits

18 mins

Reporting and administration

1 mins

Understand how your fund is taxed

5 mins

Value your fund’s assets and prepare financial statements

2 mins

Arrange and receive an SMSF audit

7 mins

Lodge your SMSF annual return (SAR)

4 mins

PAYG withholding obligations

4 mins

Reporting transfer balance cap events

3 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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