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Page 1 of 4For year ended 30th June 20202020 TAX RETURN CHECKLIST SELF MANAGED SUPERANNUATION FUND SMSF Name: ___ Company/Trustees Name: ___ Name of Trustee Company Director: ___ Street Address: ___

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How to fill out self managed super funds

01

Determine if a self managed super fund is right for you.

02

Choose individual trustees or a corporate trustee for the fund.

03

Establish the trust and trustee structure.

04

Register the fund with the ATO and obtain an ABN and TFN.

05

Develop and implement an investment strategy.

06

Keep accurate records and ensure compliance with all regulations.

07

Monitor and review the fund regularly.

Who needs self managed super funds?

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Individuals who want more control and flexibility over their superannuation investments.

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Those with a higher level of investment knowledge and experience.

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Those with larger superannuation balances who can benefit from potential cost savings.

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What is self managed super funds?

Self managed super funds (SMSFs) are a type of superannuation fund that is managed by its members, giving them more control over their retirement savings.

Who is required to file self managed super funds?

Individuals who have established a self managed super fund are required to file the necessary documentation and reports with the Australian Taxation Office.

How to fill out self managed super funds?

To fill out self managed super funds, individuals need to complete the necessary forms and reports, including financial statements, member contributions, and investment details.

What is the purpose of self managed super funds?

The purpose of self managed super funds is to provide individuals with greater control over their retirement savings and investment choices.

What information must be reported on self managed super funds?

Information that must be reported on self managed super funds includes financial transactions, investment decisions, contributions, and benefits paid to members.

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