Year End

Basics

• Close Financial Year
• The Create Entries Process

Actuary Certificates

• connectingthedots
• Actuary Certificates
• A.S.A.P Actuarial
• Delete Actuary Percentage (Fund Pension Policy)
• Verus Actuaries
• Lime Actuarial

See all 12 articles

Member Allocation

• Tax components issues when recording wind up payout transactions
• Income Reserving
• Member Allocation Worksheet

Annual Return

• SBR/PLS Setup and Annual Return Lodgement
• How to Export SMSF Annual Return from Simple Fund Desktop
• Uploading Simple Fund Desktop Tax Return File into SF360
• Add Bank Account Details to the SMSF Annual Return
• The SMSF Annual Return