self-managed superannuation fund tax return checklist

 

  • ANNUAL INFORMATION











    INVESTMENT INFORMATION

















































    GENERAL INFORMATION
    (Complete only if this information has changed or we are performing work for the first time)



    Corporate Trustee

    ACN/ABN

    Individual Trustees or directors


    Date Fund established

    Tax File Number

    Australian Business Number









  • First Name *

    Last Name *

  • If you're in doubt of certain income and expenses you may have received or incurred, don't hesitate to bring the documents in with you.