This section will display:

• Postal Address
• SMSF Establishment Date
• Trust Deed Source
• Deed Last Modified

From Fund Details.

This section will display:

• Active fund members
• Age and date of birth
• Number of member accounts per member
• Number of pension accounts per member
• Beneficiary Details

From The Member List.

This section will display:

• Concessional contributions (employer, personal, other and reserve)
• Div 293 Tax paid (from account 48100)
• Total member balance information (total accumulation, pension amounts)
• Member balances greater than $1.6 million (Y/N)
• Non-concessional contribution amounts
• Non-concessional bring forward rule triggered (Y/N)

For each member.

This section will provide information into the following reform changes:

• Concessional cap for 2018 financial year;
• Changes to Div 293
• Concessional contribution catch up
• Transfer Balance Cap
• Transitional bring forward rule changes for non-concessional contributions.

This section will display:

• Value of existing ABP income streams
• Value of existing MLP income streams
• Value of TRIS income streams
• Total pension payments for the year

For each member.

This section will provide information into the following reform changes:

• Transfer Balance Cap
• TRIS exemption status

This section will display:

• Is the fund eligible for CGT Relief?
• Has the fund taken up CGT Relief?
• Has the capital gain been deferred?

This section will provide information on:

• If the fund is eligible for CGT Relief