Compliance

The ATO recommends not lodging too early to allow them time to gather the necessary data to pre-populate your 2026 tax return. As you are lodging via a tax agent, your due date of lodgement is usually up to 15 May 2027 (for most). To ensure accurate reporting and maximize any eligible deductions, we kindly request detailed information regarding your income and expenses. Please provide the following information that applies to you: Income Items: Salary & Wages – not necessary,

As we begin preparing SMSF financial statements and tax returns for the year ended 30 June 2026, we would like to remind you of several important compliance matters that may affect your fund this year. The ATO continues to increase its focus on SMSF compliance, particularly property valuations, trustee documentation and timely reporting of pension events. Reviewing the information below now will help avoid delays during the preparation and audit of your fund. Property Valuati