Self-managed superannuation compliance

All superannuation funds receive significant taxation concessions on contributions and the earnings of the fund.  In order to maintain the taxation concessions it is necessary for the fund to continue to comply with the superannuation legislation and deal with the ATO as regulator of the SMSF sector.

Our specialist advisors can advise on what is necessary for your SMSF to meet its compliance obligations.

This can include:

  •  Keeping records of transactions
  •  Preparing Business Activity Statements
  •  Preparing end of year financial statement
  •  Advice in relation to complying with relevant superannuation laws

Complying with the superannuation law is an important step in the compliance process as SMSF trustees can potentially be fined for breaches or the taxation concessions applicable to the fund could be removed.

SMSFs have restrictions in relation to the types of investments that can be held, ensuring the right name is on investments, borrowing, lending money and various other matters.

Our specialist advisors can assist SMSF trustees in complying with their taxation obligations and advise in relation to compliance with the superannuation law.


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We are here to help with honest, professional and tailored advice.

This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.

As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.  
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