Beaconsfield (03) 9707 0555
Cranbourne (03) 5995 2700
Pakenham (03) 5940 4555
Warragul (03) 5622 1793
SMSF Statistical Report
On 5 February 2013, the Tax Office published the latest statistical reports for the SMSF market. The document provides other statistics in relation to demographics, asset allocation and total assets in SMSFs covering:
Tax and Super Education in School Cuuriculum
Published on 30 January 2013, this information sheet advises that the Tax Office is working with the Australian Securities & Investments Commission (ASIC) to progress the inclusion of financial literacy, tax and super education in the national high school curriculum being developed by the Australian Curriculum, Assessment and Reporting Authority.
SMSF Asset Ownership
Published on 30 January 2013, this information sheet provides SMSF trustees with information about appropriate documentation to confirm the fund’s ownership of assets. This protects the fund’s assets and ensures compliance with the super laws.
Lost Superannuation Accounts
Updated on 29 January 2013, this information sheet outlines SuperSeeker which is a free online search tool that shows individuals details of any of their super accounts that have received contributions in the past two financial years, any lost super reported to the Tax Office and any super money that the Tax Office holds on their behalf. Individuals can also use SuperSeeker to transfer their super online.
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