Running a Self-Managed Super Fund (SMSF) comes with significant responsibilities. As a trustee, you are legally obligated to ensure your fund meets all compliance requirements set by the ATO.
Key Compliance Requirements
Annual audit – Every SMSF must be audited by an approved SMSF auditor each year before lodging the annual return.
Investment strategy – Your fund must have a documented investment strategy that is reviewed regularly and considers the circumstances of all members.
Non-compliance can result in penalties, additional taxes, or even having your fund made non-compliant by the ATO.
How We Can Help
At Arithma, we specialise in SMSF compliance and can help ensure your fund meets all regulatory requirements. From preparing financial statements to coordinating audits, we take the stress out of SMSF administration.