Newly registered SMSFs must generally lodge their annual return by the 28 February following their first financial year, when using an accountant / tax agent. If the trustee(s) of the SMSF elect to prepare it themselves, they will have to have the annual return lodged by the 31 October.

For example if you established a SMSF between 1 July 2012 and 30 June 2013 and you are using an accountant to lodge the annual return the due date will be 28 February 2014. 

However, if you elect to prepare the annual return yourself it was due on 31 October 2013 (it is now overdue).

If you would like to discuss further please contact us:
McNamara and Co - Chartered Accountants, located minutes from the Melbourne CBD
www.mcnamaraandcompany.com.au/contact-us
Phone +61 3 9428 1062
Email admin@mcnamaraandco.com

Please refer to disclaimer at the bottom of the page.