Superannuation Fund Tax Return

Preparation of Self Managed Superannuation Fund (SMSF)
Add your superannuation fund. Be sure to add relevant details via Settings to avoid having to deal with errors in the form. Settings > General Setti...
Tue, 18 Aug, 2020 at 9:57 AM
How to Prepare Accounts for Superannuation Funds to Import to LodgeiT
LodgeiT can import accounts in order to auto-fill the SMSF Form and the related Special Purpose Financial Reports. In order to use LodgeiT, please cons...
Sat, 7 Mar, 2020 at 3:09 AM
Activate Relevant Sections of Self Managed Superannuation Fund Form (SMSF)
On initiating an SMSFAR Form, first select the sections you require. You can always navigate back here from within the from using the 4 bars at the top rig...
Fri, 27 Mar, 2020 at 11:52 AM
Import Self Managed Superannuation Fund (SMSFAR) from Mclowd to LodgeiT
Search the Client in the upper left section. Select "Add Form", and click SMSFAR Tax Return Select Tax Year, and click "Cr...
Fri, 27 Mar, 2020 at 11:53 AM
Importing BGL Forms - Self Managed Superannuation Fund (SMSF)
Once you've opened your SMSFAR Form, simply select Import Be sure to tick "Prepare ATO Schedules" in BGL when generating the tax form. Re...
Tue, 11 Aug, 2020 at 8:27 PM
Calculation Engine for Retirement - Self Managed Superannuation Fund (SMSF)
Calculate potential pension per annum through retirement. Calculate number of years to zero given an annuity value x. Click here to use the calcula...
Tue, 11 Aug, 2020 at 8:28 PM
Capital Gains in Self Managed Superannuation Fund (SMSF) Tax Return
Activate "Capital Gain" from Financial image You have an option - a. Fill the form manually (simply follow the ATO Form instructions) b. ...
Fri, 27 Mar, 2020 at 11:54 AM
Exempt current pension income - Self Managed Superannuation Fund (SMSF)
If you wish to add "Exempt current pension income", navigate to Superfund tab. Scroll down to #10, and activate and fill the information...
Tue, 11 Aug, 2020 at 8:28 PM
How to get the credits back - Self Managed Superannuation Fund (SMSF)
1. Activate "Dividends" 2. From "Income" tab, select "Dividends". Click the "+" and add the value. ...
Tue, 11 Aug, 2020 at 8:28 PM
Self Managed Superannuation Fund (SMSF) : Message - Incorrect PDF Format
If you receive this message, please check the file sizes of the BGL PDF's. We've discovered that there are different .Pdf file export variant...
Tue, 11 Aug, 2020 at 8:29 PM