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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.

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Notes Online Home 2022 Super Schools Day 1 What’s new for SMSF’s
Latest reporting guide for rollovers into and out of an SMSF under SuperStream

These seminar notes will address the latest reporting guide for rollovers into and out of an SMSF under SuperStream

  • Overview of SuperStream for SMSF rollovers
  • Step-by-step guide for undertaking SMSF rollovers under SuperStream
  • Impact of SuperStream on reporting SMSFs rollovers on the SMSF Annual Return
  • Dealing with death benefit rollovers invovling SMSFs under SuperStream
  • What penalties may apply for non-compliance with the SuperStream rollover requirments?

SMSF auditor obligations with respect to SuperStream breaches

Chapters and Articles in 2022 Super Schools Day 1