Print X in the appropriate box for the member's title, or print a different title using the boxes at Other.
Print the member's:
- family name
- first given name
- other given names
- tax file number (TFN)
- date of birth.
The Taxation Administration Act 1953 authorises us to request the member’s TFN. We will use the TFN to identify the member in our records. It is not an offence not to provide the TFN. However, if you do not provide the TFN, there may be a delay in processing the SMSF annual return. For more information, see Your privacy.
Make sure you write the member’s TFN, not the SMSF's TFN or a tax agent number (TAN) which also are nine digit numbers.
For members reported in section G, you also:
- write the date of death, if the member died during 2018–19
- print the account status code (from Table 10: Account status codes) in the Account status code box.
|
Code |
Account status |
|---|---|
|
O |
The member’s account was open on 30 June 2019, and the SMSF will accept payments from us. |
|
C |
The former member’s account was closed at 30 June 2019, and the SMSF will not accept payments from us. |
Example: Reporting account status
On 1 July 2018, an SMSF had four members: Mark, his two daughters and a son-in-law.
Mark was retired and received a pension from the SMSF. Mark died in June 2019. The SMSF ceased pension payments but, by 30 June 2019, had not paid Mark's remaining interest in the SMSF as death benefits.
In the SMSF annual return, Mark’s contribution information and account balance are reported at section G with account status code O. All other members’ information is reported at section F.
End of exampleOpening account balance
Write the member’s opening account balance at 1 July 2018.
The opening account balance is:
- the 2017–18 closing account balance, or
- zero if the member joined the fund in 2018–19.
Continue to: Contributions questions