Year End

Basics

• Changes made in previous financial year not reflected in following financial year opening balances
• Close Financial Year
• The Create Entries Process

Actuary Certificates

• Accurium
• Act2 Solutions
• Apricot Actuaries (formerly A.S.A.P.)
• Changes to ECPI from 01 July 2017
• Choice in ECPI (2021–22 income year onwards)
• connectingthedots

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Member Allocation

• Income Reserving
• Member Allocation Worksheet
• Tax components issues when recording wind up payout transactions

Annual Return

• Add Bank Account Details to the SMSF Annual Return
• ATO Validation Report
• FAQ - Why is the downloaded SMSF Annual Return missing page numbers?
• How to Export SMSF Annual Return from Simple Fund Desktop
• Reconciling the Losses Schedule: Part A
• The SMSF Annual Return

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