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27 Feb 12 Reporting regulatory information in the SMSF annual return

The ATO advises agents that the responses to each question in the regulatory information section (section J) in the Self-managed superannuation fund (SMSF) annual return should align with those provided by the approved auditor in the audit report.

Agents and their clients should pay particular attention to labels:

  • G (arm's length investments)
  • M (separation of assets) as information has been identified as being incorrectly reported in the past.

Incorrect responses to these questions could lead to unnecessary compliance activity from the ATO.

For more information, refer to the Self-managed superannuation fund annual return


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