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
• Changes to ECPI from 01 July 2017
• Choice in ECPI (2021–22 income year onwards)
• connectingthedots

See all 15 articles

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
• Adding a Custom Form Status to the SMSF Annual Return and BAS/IAS Forms
• ATO Validation Report
• Audit Management - Fund View
• Audit Management - Global View
• FAQ - Why is the downloaded SMSF Annual Return missing page numbers?

See all 11 articles