Superfund

Preparing "Financial Reports" for a Superannuation Fund (SMSF)
Getting started with "Financial Reports" 1. Make sure to set up "Relationship" first. Learn more.  2. "Financial Report" is ...
Mon, 31 Mar, 2025 at 10:35 AM
Producing Financial Reports for a Self Managed Superannuation Fund
This video demonstrates a method to construct financial statements for a SMSF so that you can see the granular structure of each member account in line with...
Mon, 31 Mar, 2025 at 10:33 AM
How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) Financial Report
Question: How to allocate distribution to members? Answer:  Allocate member earnings for member/s Currently, there are only 4 possible classification s...
Fri, 22 Mar, 2024 at 10:26 PM
Franking Credit as Refundable
Question: How to get the form to show the franking credits as refundable? Refund showing "Tax Payable" $259 - should show refund of $12643.49. ...
Sat, 25 Mar, 2023 at 1:19 PM
R1- Lump Sum payment cannot be negative
Validation: R1- Lump Sum payment cannot be negative  Guide: The superannuation fund tax return, R1 – Lump sum payment generally cannot be negative becaus...
Mon, 24 Aug, 2026 at 11:41 AM
Low income super tax offset (LISTO) Payment
Overview The Low Income Super Tax Offset (LISTO) is a government superannuation contribution of up to $500 for eligible low-income individuals. LISTO is d...
Thu, 27 Aug, 2026 at 7:54 AM