Episode 09 - SMSF Annual Return

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Phil's SMSF Podcast

Philip Tadros

15 episodes

5 days ago

Thinking about setting up and operating a Self-Managed Superannuation Fund (SMSF)? These podcast episodes will guide you through the process of establishing, operating, maintaining and winding-up a SMSF. However, this is not to be substituted for financial advise, so please see your financial adviser and assess if this is the way for you to proceed.

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Education

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How To

Education

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Episode 09 - SMSF Annual Return

Phil's SMSF Podcast

25 minutes 16 seconds

4 years ago

Episode 09 - SMSF Annual Return

This episode is about the SMSF tax return (Annual Return) and discusses what information is sent to the ATO and how to correctly fill the boxes in the annual return.

Please note this is not a substitute for financial advice, it is purely educational. If you require more specific advice, feel free to contact me on philip@macorp.com.au and I will be happy to arrange an appointment with you to discuss more specific matters.

A link to the SMSF Annual Return is below:

https://www.ato.gov.au/Forms/Self-managed-superannuation-fund-annual-return-2020/