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18 Feb 2021 Superannuation

SuperMatch annual statement of compliance due 28 February 2021

The new terms and conditions of use for SuperMatch introduced in June 2020 require trustees of funds connected to the service to provide an annual statement of compliance. The statement of compliance is due by 28 February 2021 and must be emailed to

More information can be found here. 

SuperStream Rollover v3

From 31 March 2021, the SuperStream Rollover message will be extended to include SMSFs and digital release authorities. The transition period for implementation and onboarding to SuperStream Rollover v3 is from 31 March 2021 to 30 September 2021.

Onboarding resources, technical documentation and weekly updates can be found here.

ATO SMSF webinar: Indexation of the transfer balance cap

The next ATO SMSF webinar ‘Indexation of the transfer balance cap’ will be on Tuesday 2 March 2021 at 2pm (AEDT). You can register for the webinar here.

Appoint an SMSF auditor

You must appoint an approved SMSF auditor to audit your fund each year, not later than 45 days before you need to lodge your SMSF annual return (SAR). 

An audit is required even if no contributions or payments are made in the financial year.

More information can be found here.

Lodge SMSF annual returns

You need to lodge an annual return once the audit of your SMSF has been finalised. The SMSF annual return is used to report income tax, regulatory information and member contributions, and to pay the supervisory levy.

More information can be found here.


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