Happy New Year and welcome to ESUPERFUND's first Newsletter of 2019!
In this issue, we remind you of the upcoming tax return due date in February.
Next, we advise the detailed steps of submitting a query to ESUPERFUND.
Lastly, we explain how you can provide sufficient documentation via the Online Checklist to avoid audit issues.
Client Services Manager
If your SMSF meets either of the criteria mentioned below, then the annual tax return is due for lodgement by 28 February 2019.
Otherwise, the due date in most other cases is 15 May 2019.
You can also check the due date and the status of your SMSF's 2018 tax return via the ESUPERFUND Client Portal under the menu tab "Compliance – Compliance History".
Have a query about your SMSF? You can find an immediate answer to your query or send it directly to ESUPERFUND via the Client Portal Inbox or the ESUPERFUND Mobile App.
Please refer to the detailed instructions below.
You may also enable the “push notifications” function under “More – Settings” to get notified of any new Inbox message from us.
If you established your SMSF with ESUPERFUND before 01 July 2018, you will be required to complete the Online Checklist to enable our office to prepare your SMSF's Annual Return.
Please submit the Online Checklist via the Client Portal at your earliest convenience if you haven't already done so.
Providing sufficient documentation can facilitate the completion of your SMSF’s Annual Compliance Documentation and avoid audit issues. Please click here to view the typical documents required in the Online Checklist for audit purposes.
Rollover Benefits Statement detailing the tax components and preservation amounts.
Please contact your previous Superfund directly if you do not have a copy of the RBS.
Statement from your previous Superfund without the tax or preservation components (see examples below):
Official Tax Invoice under your SMSF’s name or showing your SMSF’s property address.
Tax Deduction Form for Concessional Personal Contributions
Release Authority Statement the Division 293 tax
If you are not sure what documentation is required, please refer to the sample document available on the relevant page of the Online Checklist.
I have been using this solid and practical platform for ten years now.
My dealings with Mark Needham and other members of the ESUPERFUND team have been faultless.
The ease and accuracy of the electronic platform makes having an SMSF a breeze!
They always reply promptly with accurate succinct information that is both informative, practical and educational.
In using the platform, it is helpful to be a bit computer savvy though. Have a read through the Learn sections to bring yourself up to date with the latest SMSF legislation, very informative.
Thank you so much ESUPERFUND.
ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715
General Advice Warning
The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives,
financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products:
This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND.
Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product.
We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website.
While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.
When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an
ATO Supervisory Levy
Company Trustee Setup Fee (where applicable)