As we enter the peak season for SMSF processing and lodgment, we'd like to highlight some useful Year- End processing tips available in our help center.

Year-End Processing on Class

1. How to complete End of Year processing on Class. 
2. Common Corporate Action processing questions and tips
3. Insights and knowledge on how to process property related transactions
4. Simplifying Tax statement processing: Summary of Knowledge Base Articles
5. How to troubleshoot exception report
6. After running the period update, check out all articles on Actuarial Certificate
7. Check out the Common Annual Return lodgment questions before the lodging tax return
8. Making payments to trustees: you may need to commute part of a pension, and process Rollover/Lumpsum out
9. Ensure that your clients aren’t going over their Contribution Caps, by using the Member Console

Annual Lodgment

1. How to lodge fund wind up earlier before 30th June 2024?
2. In case you need to lodge Annual return prior to 2016 and need to lodge via Class, please follow this article.
3. To check the tax lodgment status of all of your funds, you can run following report in tax lodgment console

Member Console

Tracking contribution and pension withdrawals made is important as end of the financial year draws closer. You can utilise Business Level Member Console to see the current accumulation and pension details of all members of SMSF in your Class Business. Additionally, you are also able to create Pension Reviews minutes for trustees and members to sign.