Appendixes for the SMSF annual return

Additional information to help complete certain sections of your Self-managed superannuation fund annual return.

Published 30 May 2024

Appendix 1: Capital works deductions

Use Appendix 1 to work out deductions for capital works expenditure.

Appendix 2: Forestry managed investment schemes

Use Appendix 2 to work out how to complete forestry managed investment schemes item of the annual return.

Appendix 3: Definitions

Use Appendix 3 to find definitions for terms used in the annual return instructions.

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