Checklist to help you collect the documents for your  SMSF tax return

To complete your SMSF tax return the following documents will be a good start:

Bank Statements from 01 July to 30 June of the financial year
The bank statement that has the balance at 30 June

Every SMSF is different. If additional information is required while we are reviewing and compiling the financial statements, we will let you know.

As always let us know contact us if you require any additional clarification while collecting the documents.