Client forms

SMSF contributions, rollovers and benefits

One card per member. Enter the totals for the year from the fund’s bank statements and contribution records; leave anything that doesn’t apply blank. We check the contribution caps for the year when we prepare the return.

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

This field is required.

Phone

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Fund name

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Members

Concessional contributions are before-tax: employer (including super guarantee), salary sacrifice, and personal contributions the member claims a tax deduction for. Non-concessional contributions are after-tax, with no deduction claimed.

Receipts and documents

Receipts and documents (optional)

Drag files here or choose files

E.g. contribution statements, rollover statements, notices of intent to claim a deduction. PDF, JPG, PNG, HEIC, Word, Excel or CSV, up to 10 MB each, up to 20 files.

Please add at least 0 file.

Comments (optional)

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SMSF contributions, rollovers and benefits

Your details

Members

Member 1

Receipts and documents

Thanks, we’ve got your smsf member contributions

SMSF contributions, rollovers and benefits

Your details

Members

Member 1Remove

Receipts and documents

Thanks, we’ve got your smsf member contributions

Member 1