Year-end superannuation tips and traps
Thursday 25 May 2023 at 11:00 am AEST
Year-end strategies and procedures to get the best outcomes from your superannuation before the end of the 2022-23 financial year.
If you are using a tax agent, and are not a new SMSF, your agent will need to lodge your fund’s annual return by the 15th of May. Your tax agent will need all the same information as early lodgers and will need to appoint an auditor at least 45 days before lodgment date (or by the end of March).
Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.