2023 SMSF Annual Checklist (Excel)
Use this form to assist you and your clients collect and upload all the necessary documents we need for the accounts and audit Download excel
Use this form to assist you and your clients collect and upload all the necessary documents we need for the accounts and audit Download excel
Supernova’s downloadable annual Tax rates and thresholds tables is a concise summary of all the rates and thresholds that apply to contributions and benefits, employment termination payments, super guarantee and contributions updated for the 2023-24 tax year Download
With the end of financial year in sight, its time to review your SMSF clients to ensure they maximise any planning opportunities and avoid any costly mistakes Here is is our annual checklist to ensure you are on top of your SMSF clients coming into
Until recently, outsourced trust administration has not been available to Australian accountants. But that’s all changing as Supernova launches Supernova Trust – the newest tool in our suite of solutions for accounting firms. For years, Supernova has been helping accountants better manage SMSFs. As we listened to our clients share the
In February 2019, a number of laws were passed through Parliament that will see changes to superannuation in the coming year. The changes are due to commence from 1 July 2019. These reforms join other recent changes first proposed in the 2018/19 Federal Budget. The
The Government has not made any major changes to Superannuation in the 2018 budget but there are still some minor tweaks to be aware of: 12 Month work test exemption for certain members over 65 Maximum SMSF Members to be increased from 4 to 6
The ATO has deferred the due date for lodgment of self-managed superannuation fund (SMSF) annual returns for the 2016–17 financial year. The new deadline for lodgment of these returns is now 30 June 2018. Commenting on the announcement, Deputy Commissioner James O’Halloran said: “Recognising the crucial
The Australian Tax office has has substantially softened a highly controversial ‘events-based’ reporting proposal after consultation with industry bodies. The below is a edited summary of the ATO release From 1 July 2018: • SMSFs with members with a total super balance of less than $1
Key points Significant impact to Exempt Pension Income Calculation (ECPI) Increased reporting and administration requirements Additional importance of pension minutes and documentation to ensure compliance Who does it affect? Funds that change to, or from 100% Pension during the year. Eg 100% accumulation fund converts
This week the ATO announced that it will extend the due date for lodgment of self-managed superannuation fund (SMSF) annual returns for 2015-16 to 30 June 2017. Source: ATO extends due date for 2015-16 SMSF returns | Australian Taxation Office