Client forms

SMSF investments, statements and expenses

Upload the fund’s statements for the whole year and enter the expenses the fund paid. Leave anything that doesn’t apply blank.

Financial year you’re doing the tax return for

Amounts for the income year 1 July 2025 – 30 June 2026.

Please choose the financial year.

Your details

Full name

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Phone

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Fund name

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Bank and investment statements

What the fund invests in (optional)

E.g. ASX shares, managed funds, term deposits, an investment property.

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Bank statements (optional)

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Every fund bank account, 1 July to 30 June.

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Holding and transaction statements (optional)

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Shares, managed funds, term deposits: holdings at 30 June and buys, sells and income during the year.

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Property documents (optional)

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Rental statements, purchase or sale contracts, loan statements.

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Fund expenses

Accounting and tax fees

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Audit fee

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ATO supervisory levy

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ASIC fee

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Investment advice and management fees

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Insurance premiums for members

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Bank fees

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Property expenses

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Other expensesName and amount

Total entered in this section$0.00

Receipts and documents

Receipts and documents (optional)

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Invoices and receipts for the expenses above. PDF, JPG, PNG, HEIC, Word, Excel or CSV, up to 10 MB each, up to 20 files.

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Comments (optional)

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SMSF investments, statements and expenses

Your details

Bank and investment statements

Fund expenses

Receipts and documents

Thanks, we’ve got your smsf investments and expenses