Note
The below article was using a fund wound up in FY 2026 as an example, but it applies similarly to funds wound up in a different financial year. Be aware that if a fund was wound up in the middle of a financial period, then the annual return for that period may not be available, and users can follow the procedure below to finalise the lodgement.
Simple Fund 360 supports fund wind-ups to the 2025 Annual Return. Any wind-ups occurring in 2026 will use the 2025 Annual Return. Simple Fund 360 will generate the return when creating entries to the windup date.
Where an SMSF is wound up during the 2026 Financial Year and the 2025 Return has already been lodged, users will be able to prepare the Final Return and a warning message may display:
1. Input the Wind Up Date under the Wind Up Wizard. The Wind Up Wizard can be found under Compliance > Wind Up Wizard.
2. Create Entries from 01 July 2025 or a later last create-entry date to the Wind Up Date as End Date
3. Process the SMSF Return from the Tax Compliance Screen and Select 2026 from the drop-down list as the Financial Year. Then in Section G: Member Information, the Account Status will be auto-filled as Closed.
4. Proceed to lodge this SMSF Return. Print to preview the Return and it should appear as below. The Financial Year of the Return is still shown as 2025, since 2026 return is not yet available. In Question 5, the system would auto-fill the status as No for Amendment; In Question 9, the system would auto-fill the wind-up date.