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Item 2 - Name of self-managed superannuation fund (SMSF)

If the client and return have been set up correctly, the following information will default into the relevant fields in a newly created return:

  • All front cover names and addresses.

  • All back-page Tax Agent Declaration details, as entered in the Control Record for the relevant Agent.

If the fund name is legally changed, you must advise the ATO of the change by either updating it online at or completing the Change of details for superannuation entities (NAT 3036) at the time the change is made.

Refer to Names and Addresses in tax returns.

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