SMSF Annual Compliance Checker — Australian Expat Tax

SMSF Details

SMSF total assets (AUD) Number of members Income year Members in pension phase? Total concessional contributions this year (AUD) Total non-concessional contributions this year (AUD) Total balance of all members (AUD) Members living overseas?

Compliance Questions

Investment Strategy & Sole Purpose Test

Is the investment strategy reviewed/documented annually? Does the fund invest in any in-house assets (related party)? Has any trustee acquired assets from a related party?

Contributions & Pension

Are minimum pension payments being made? Transfer Balance Cap ($1.9M per member) exceeded?

Administration & Audit

Approved auditor engaged for this year? SMSF annual return lodged on time? Electronic SuperStream rollover compliance?

Expat / Residency

Are majority of trustees/directors ordinarily resident in Australia? Active member test — do all overseas members meet the test?

Compliance Report

Compliance Item Results

Key Annual Deadlines

Obligation	Deadline (2024–25)	Status
Minimum pension payments	30 June 2025
Concessional contributions cap	30 June 2025
Non-concessional contributions	30 June 2025
Auditor appointment	Before SMSF return due date
SMSF annual return	31 October 2025 (if self-lodging)
Investment strategy review	30 June 2025

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