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ATO action to address the risk of SMSF illegal early access

How we support our self-managed super fund (SMSF) clients to meet their superannuation obligations.

Published 18 February 2025

How we reduce the gap

We have a range of strategies and activities in place to reduce illegal early access to super for self-managed super funds (SMSFs), including:

When new SMSFs are established, we engage with new trustees to:

  • discuss their understanding of the obligations required as a trustee
  • provide educational resources.

IIlegal early access

Where the risk of illegal early access cannot be mitigated, we withhold the ABN from SuperFund Lookup. This stops rollovers from occurring and prevents illegal early access.

Individuals who illegally access their retirement savings can expect to:

  • be audited
  • be disqualified, as this is a serious breach of their trustee obligations
  • pay additional tax, penalties and interest.

Investigations and sanctions

We also:

  • have a strong focus on promoters of illegal early access schemes
  • work with other law enforcement agencies to share intelligence and investigate inappropriate practices.

Sanctions can be severe, and include:

  • the loss of professional licences
  • civil penalties up to $750,000
  • criminal prosecution which can result in imprisonment of up to 5 years.

For more information, go to Self-managed superannuation funds illegal early access.

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