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SMSF End of Financial Year checklist for 2018

Here’s your end of financial year checklist for SMSF

Help prepares you for EOFY

As Westpac’s wealth expert and one of Australia’s leading investment specialists, BT has been helping Australians manage, grow and protect their money since 1969. With over $138bn1 in funds under administration you can be confident that you’re dealing with experienced and knowledgeable experts.

BT has created a checklist to help you prepare for the 30 June 2018 financial year end. The checklist aims to:

  • provide a guide on the actions that an SMSF may need to undertake prior to 30 June 2018;
  • identify the documentation an auditor may require to complete an SMSF audit for the financial year ending 30 June 2018;
  • outline 2018-19 financial year considerations that may be applicable to an SMSF; and
  • provide an overview of the May 2018 budget superannuation implications.

The checklist is a guide only and you should seek advice in respect of the individual circumstances of your SMSF and its members.

Download checklist

Things you should know

1 As at September 2017 (source: 2017 Westpac Group Annual Report)

The information on this website has been prepared by Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac)  and is current as at 10 May 2018. This information is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you.