• Trustee Declaration;
• Trustee Minute;
• Trustee Resolution;
• New Bank Feed Letter;
• Contract Notes Letter.
• The SMSF Annual Return (Section K);
• Lodgement Declaration: The Lodgement Declaration will use the same trustee details input in Section K of the SMSF Annual Return.

Important: If the fund is setup with a Corporate Trustee the individual directors will need to be attached as relationships in the Contacts screen to appear on the above letters.

Note: The address for trustees appearing on documents is picked up from the trustee contact in Fund Relationships.

• Bank Data Authority Form

• Compilation Report;
• New Bank Feed Letter;
• Contract Notes Letter.

• SMSF Audit Report

• Refer to Lodging Party section

• Can add to Custom Reports

• The Lodging Party Details will appear in The SMSF Annual Return in the Tax Agent details (Section K). If a lodging party is not added, the details will be picked up from the Tax Agent section of the Fund Relationships screen.