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Safe harbour limited recourse borrowing interest rates for 2019, 2020, 2021. Interest rates for related party SMSF LRBA borrowings.

ATO SMSF LRBA Safeharbour Interest Rates

SPR 2020/1 - Intermediary Limited Recourse Borrowing Arrangement Determination 2020 - provides guidance on intermediary LRBAs.

Intermediary LRBA - SPR2020/1

SMSF trustees are personally liable to pay an administrative penalty from if they contravene the following provisions of the SIS Act 1993.

ATO Administrative Penalties for SMSFs

List of auditor reportable contraventions for SMSF audits. Auditors must report these contraventions to the ATO. SIS Act and Regulations.

SMSF Reportable Contraventions List

List of Approved Stock Exchanges Schedule 5 of Income Tax Assessment Regulations 1997. SMSF acquire listed security s66(2)(a) SIS Act.

Approved Stock Exchange List

Does an SMSF need to complete a FATCA self-certification? How is this done for an SMSF? Completing FATCA / CRS certification for an SMSF.

FATCA - Foreign Account Tax Compliance Act for SMSFs

The ATO is comfortable & accepts electronic signatures for SMSFs for client declarations, tax returns & SMSF financial statements & minutes.

Is the ATO ok with electronic signatures?

Where an SMSFs estimated income for the financial year is reduced, the amount of PAYG instalments paid each quarter can be reduced.

Varying PAYG Instalments for an SMSF

From February 2020 the ATO will send text messages & emails where SMSF details change. These are legitimate messages and not scams.

ATO SMS text messages and emails for changes made to SMSF information

Should your SMSF register for GST? Yes - in most cases it is beneficial to register for GST on an annual voluntary basis to claim RITC.

GST Registration for SMSFs

You can obtain an ATO letter or notice and check the compliance of an SMSF via Super Fund Lookup.

Obtain an ATO Letter of Compliance for an SMSF

Follow these instruction in Xero to add SuperStream details for an SMSF member

Configure SuperStream Superannuation Payments for an SMSF in Xero

ATO Statistical Update 2013-14

Follow these instructions to issue a new AUSkey to a user to enable them to access the Tax Agent Portal

Register new AUSkey users (Standard or Administrator)

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