Simple Fund 360 is certified to lodge the SMSF Annual Return 2014, 2015, 2016, 2017 2018, 2019, 2020, 2021, 2022 and 2023 forms using the ATO online lodgement system.
Once the fund's SMSF Annual Return has been reviewed (see The SMSF Annual Return section) you can validate and lodge the return through Simple Fund 360.
Ensure you have set up a lodging party in Simple Fund 360:
Ensure you have reviewed the Annual Return, and completed all relevant sections prior to validation:
|From the Main Toolbar navigate to the Compliance menu.
|Select Tax compliance.
Select the arrow to the right of the Validate button and then select Lodgement Declaration to download the electronic lodgement declaration.
Select Validate to prepare the SMSF annual return for lodgement.
If you have made any changes/updates to the fund's Lodging Party details, select Update Lodging Party under Section K.
Do not reverse and re-create entries.
Once you have successfully lodged an SMSF Annual Return with the ATO, you will not be able to reverse entries for that financial year and make any changes to the financial year data. However, if you need to lodge an amended annual return, see Amended Annual Returns.
|From the Main Toolbar, go to Connect.
|Select Lodgement from the list.
|Returns Awaiting Lodgement
|Select this filter to display validated returns that have not been lodged.
|Select this filter to display returns that have been lodged.
|Select this filter to display rejected returns.
|Select this filter to display all returns.
Complete a Lodgement
- Select the Lodging Party.
- Validated returns linked to the Lodging Party selected will filter and appear.
Select the checkbox to the left of the fund you are lodging the return for and then select Lodge.The tick box will not appear until a lodging party has been selected
- Once the return has been successfully lodged, under the Returns Lodged section, you will see that the status next to that fund will change from Validated to Lodged (Electronically).
Download the SMSF Annual Return in PDF format
Under the FORM column of the Lodgement screen, any fund returns and associated schedules lodged to the ATO (with the Lodgement Status displaying as Lodged Electronically) can be printed in PDF format by clicking on the SMSF Annual Return field. The return will display in a new tab for you to download and print.