Lodgment due dates

Your lodgment due date depends on a range of factors such as whether you’re a self-preparer or lodging through a tax agent and if you’re a newly registered SMSF.

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

Course feedback