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SMSF calendar of key lodgement dates


In this article, we highlight some of the key lodgement dates and major obligations for self-managed super funds for the balance of this financial year.

2016 key reporting and lodgment dates

Generally a new SMSF lodging through a tax agent will have a due date of 28 February in the first financial year following the setup of the fund. If it continues to lodge with a tax agent and maintains a good lodgement record the subsequent returns will be on 15 May, or 5 June with an extension. SMSFs without a tax agent should have lodged by now (31 October 2015).

The following is general information published by the ATO and is subject to change and/or your specific circumstances. SMSF trustees should confirm the due date applying to their fund with their accountant or fund administrator.

Date Description
28 February 2016 Annual return for new registrant (taxable and non-taxable) SMSFs. Payment (if required) is also due on this date.
15 May 2016 Fund where the tax return is not required earlier and it is not eligible for the 5 June lodgment concession date.

Payment (if required) is also due on this date.

5 June 2016 Tax returns for super funds that were non-taxable or received a refund by latest year lodged and are non-taxable or will receive a refund in current year.

Note: This concession is only available to super funds with a lodgment end date of 15 May 2016.

30 June 2016 Last opportunity to refinance/alter non commercial related party limited recourse loans to commercial terms.

Last opportunity to draw benefit payments to satisfy the pension minimum payment requirements

Source: ATO website
About the author
David Busoli is the SMSF Education Manager at AMP SMSF
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