SMSF tax filing and auditing process

You will need the following documents for the financial year!

• Bank Statements
• Share Purchases and Sales - Transaction Summary Statement – detailing all share purchases and sales
• Summary of Assets owned as at 30 June – please provide a Portfolio Statement Summary of Shares
• Dividend statements
• Invoices for Expenses – please provide invoices for any expenses incurred e.g. If you hold insurance, premiums paid
• Rollover Documentation – if any members had a rollover from another Fund during the financial year, then please provide the Rollover Benefit Statement.
• Contributions – for any contributions please specify the type (i.e. Employer or Personal), the member to which it relates, and the amount.
• Any other income statements e.g. Property rental income if any

Just send it to Tax Agent and they will do rest of the things. In Just superfund case, you need to go to https://justsuperfund.com.au/ and click on start my job after uploading documents to shared portal https://justsuperfund.sharefile.com/