If you still have overdue annual tax lodgment for your SMSF, before transferring to us, please check and following the steps:
- check if you have pre-paid your existing SMSF administrator to bring these tax return up to date
- check if your existing SMSF accountants have started working on these tax returns
- check if the SMSF service provider can refund the prepaid amounts if you want iCare Super to finish these tax returns. From our experience, they can do a full refund if they have started working on your file
- advise us if you would like iCare Super to finish these returns
What iCare Super will do after receiving your request for finishing these outstanding returns:
- We will give you a fixed costs quote for the work to be done
- We will contact ATO to lodge a deferral to avoid any overdue lodgment penalties or eliminate the risks of being audited by ATO
- We will immediately email you a checklist to collect all the relative information and documents for prior years and make your work as a priority.