What you need for a speedy tax return

  • Original SMSF deed
  • Any variations to the original SMSF deed
  • Member application form
  • Investment strategy
  • ATO trustee declaration
  • Binding death nomination
  • Super fund ABN
  • Super fund TFN
  • Member’s TFN
  • Bank statements for the financial year
  • Prior year tax returns and financials
  • ASIC extract of the corporate trustee (not applicable if the trustee is individual)
  • Share trading account year-end report (if applicable)
  • Managed fund tax report
  • Property details (if applicable)

Also see checklists for individuals, businesses and trusts.

Let us help you maximise your tax refund

We have six chartered accountants ready to deliver tax benefits to you. Book an appointment for your tax return and put strategies in place to get your money working for you sooner.