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Advising ATO of Trustee change.

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Newbie

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In mid March 2017 our SMSF changed from 2 Trustees to a Corporate Trustee.Do I have to advise ATO?

The bank a/c changed to new Company a/c a short while later.Do i have to advise the ATO? And How?

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ATO Certified

I'm new

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Hi aa,

 

Yes, I believe the trustees of a SMSF need to advise the ATO of any change in the trustees.

 

You may like to refer to this page: https://www.ato.gov.au/super/self-managed-super-funds/administering-and-reporting/notify-us-of-chang...

 

 

2 REPLIES 2
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Best answer

ATO Certified

I'm new

Replies 1

Hi aa,

 

Yes, I believe the trustees of a SMSF need to advise the ATO of any change in the trustees.

 

You may like to refer to this page: https://www.ato.gov.au/super/self-managed-super-funds/administering-and-reporting/notify-us-of-chang...

 

 

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Newbie

Replies 0

Thanks Patch,

I will check out the link.

Hopefully it will tell me when the requirement became effective.

If the change was 5 years ago???

Or 1/7/17 = Advise ATO, no doubt.

Appreciate your help.

Cheers aa