SMSF Due Dates

SMSF Due Dates 2010-2011

Please select a month below to see the important dates for this financial year:

- March - 2011	- April - 2011
- May - 2011	- June - 2011

March 2011
15 March 2011	Due date for the payment of an assessment of super contributions surcharge and termination payments surcharge issued on 15 February 2011.
22 March 2011	Due date for the lodgment of superannuation assessment variation advice, where applicable, for the variation of a surcharge assessment issued on 15 February 2011.
31 March 2011	Income tax return for super funds with total income in excess of $2 million in the latest year lodged Due date. This excludes large/medium business taxpayers. Payment (if required) is also due on this date.

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April 2011
28 April 2011	Super guarantee contributions, for quarter 3, (1 Jan – 31 March) 2010-11 Contributions are to be made to the super fund by this date. If you are an employer and you don’t pay the minimum super contributions for the quarter by this date, you must pay the super guarantee charge and lodge a Superannuation guarantee charge statement – quarterly by 28 May 2011. The super guarantee charge is not tax deductible.
30 April 2011*	Lost member statement Last date to report lost members information for the period 1 July to 31 December 2010. Unclaimed super money Last date to report and pay unclaimed super money for the period 1 July to 31 December 2010. Small or insoluble lost member accounts Last date to report and pay small or insoluble lost member accounts for the period 1 July to 31 December 2010. Former temporary residents Due date for the lodgment of statements and the payment of former temporary residents' unclaimed super to us.

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May 2011
15 May 2011*	Income tax return or SMSF annual return Due date for all super funds' and tax agents' clients not allocated to other categories (refer to 31 October, 15 January, 28 February and 31 March). Due date for fund income tax returns not required earlier and not eligible for the 5 June lodgment concession date. Payment (if required) is also due on this date. Super contributions surcharge and termination payments surcharge assessments issued.
28 May 2011*	Super guarantee charge statement – quarterly for quarter 3, (1 Jan – 31 Mar) 2010-11 This is due if required contributions were not made by their due date. The super guarantee charge is not tax deductible.

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June 2011
5 June 2011*	Income tax return for non-taxable or refund super funds as per latest year lodged as well as actual non-taxable or refund in current year Due for all super funds with a lodgment end date of 15 May 2011, except large/medium business taxpayers (unless due earlier).
15 June 2011	Due date for the payment of assessments of super contributions surcharge and termination payments surcharge issued on 15 May 2011.
22 June 2011	Due date for the lodgment of superannuation assessment variation advice, where applicable, for a variation of a surcharge assessment issued on 15 May 2011.

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