Stay ahead of SMSF lodgement deadlines

SMSF Annual Returns are approaching, and these dates can impact your SMSF clients. 

An SMSF must be complying for employers to make contributions or for other super funds to roll money into it. If your client’s return isn’t lodged, you could face delays or disruptions when submitting a loan application.

Here are key lodgement dates to help you avoid lastminute issues:

28 February 2026

• Established SMSFs preparing their own return.
• SMSFs in their first year of operation
• (note: tax agents may have an extension, but 28 February is standard for firstyear funds).

15 May 2026 (or earlier if set by the tax agent)

• SMSFs using a registered tax agent.

Preparing an SMSF application?

Connect with your Connective Lending Manager or Connective Elevate BDM early to ensure documentation is in place and lodgement timelines are met.