SMSFAR · SMSF annual returns
SMSF annual returns with members, auditor and evidence together.
Work the fund's income, regulatory items, member statements and auditor details in one record, with the audit-report questions and review evidence beside the return.
Registered Tax Agent use only. Confirm practice eligibility and lodgement authority before transmitting any return.
Step 1
Fund income and regulatory items
Income, deductions, tax calculation and regulatory questions follow the official SMSF annual return structure.
Step 2
Member statements
Member identity, contributions and balances are structured rows linked to the fund record.
Step 3
Auditor details and report status
SMSF auditor identity, audit dates and Part A/Part B qualification questions are captured with the return.
Step 4
Review to readiness
Reviewer sign-off, signatures and readiness controls complete the annual cycle. Lodgement-readiness controls, SBR transport configuration, and EVTE conformance status are visible in-product; external ATO approvals and enabled interactions are published with explicit boundaries in the Trust Center.
What is covered
- SMSF annual return (SMSFAR) editor informed by the official ATO message structures
- Structured member statements and contribution reporting
- Auditor details with audit-report qualification capture
- Deadline tracking against the SMSF lodgement cycle
SMSF annual returns: common questions
Are member statements structured?
Yes — member rows carry TFN, names and contribution amounts as validated fields that reconcile with the fund return.