Minimum pensions. Contribution caps. Investment strategy review. Audit evidence. Everything in one Excel kit.
💡 Deductible as an SMSF administration expense — the fund pays it, not you personally.
Pension account loses tax-exempt status for the entire year
Excess contributions taxed at 31.5% + top marginal rate
Missing docs = qualified audit = ATO referral risk
Compliance breach — trustees personally liable
Every tab maps to a real ATO or SIS Act requirement. No fluff.
Enter member DOB and 1 July balance — rates auto-lookup by age. Exactly what each member must receive by June 30.
Track CC ($30k) and NCC ($120k) caps per member. Breach alerts fire automatically. Includes carry-forward and downsizer notes.
SIS Reg 4.09 annual review template covering all 6 required considerations. Print, complete, sign — obligation satisfied.
40+ evidence items across financial statements, contributions, pensions, and compliance. Know exactly what your auditor needs.
June, July, and October deadlines with trustee actions and tick-off status. Never miss a lodgement again.
Your SMSF auditor charges $400–$1,200/year. Walk in prepared — spend less time on the phone answering questions.
A$9. Everything your SMSF needs at EOFY. Done this afternoon.
Get the SMSF EOFY Kit — A$9 →Fund admin expense · Secure Stripe checkout · Instant Excel download