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Reporting SMSF changes

Self-managed super fund trustees must notify the Australian Tax Office (ATO) if there are changes to their SMSF.

Trustees must provide written notice within 28 days if there are changes to:

  • the name of the fund
  • the address of the fund
  • details of the contact person
  • the membership of the fund
  • the trustees of the fund
  • the directors of the fund’s corporate trustees
  • your SMSF’s bank account details and Electronic service address.

The above details are used by the ATO to determine if your fund meets the definition of an SMSF.

Providing incomplete or inaccurate information may make it impossible for your fund to receive rollovers or contributions.

If any of these details change for your SMSF, contact our office to update your details.

This entry was posted on Thursday, October 5th, 2017 at 8:42 am and is filed under General News. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.

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