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  1. Simple Fund 360 Knowledge Centre
  2. Year End

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
Simple Fund 360 Knowledge Centre