Set the annual audit and return timetable for a self-managed fund
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the fund’s registration date, prior lodgment history and the trustee’s accountant and auditor details, calculate the annual return due date for the year, the latest date to finalise accounts and complete the audit, and populate the fund’s compliance calendar.
- What the lawyer must review
- The lawyer or adviser confirms the due date that applies to this fund, that an approved auditor is engaged in time, and that the audit is complete before lodgment.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the fund’s registration date, prior lodgment history and the trustee’s accountant and auditor details, calculate the annual return due date for the year, the latest date to finalise accounts and complete the audit, and populate the fund’s compliance calendar. |
| Lawyer | The lawyer or adviser confirms the due date that applies to this fund, that an approved auditor is engaged in time, and that the audit is complete before lodgment. |
Checklist
- Confirm member records, TFNs and benefit details go only into a tool approved for fund data, and that outputs disclose no member information beyond what the recipient needs.
- Confirm the fund’s due date from the ATO page and its lodgment history.
- Confirm the auditor is approved and independent of the fund.
- Confirm the audit report is in hand before lodgment.
Sources
- ATO, Lodge SMSF annual returns · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.