Accumulation phase value (APV) or retirement phase value (RPV) must be lodged on the SMSF annual returnExternal Link at X1 and X2 fields (Member Information). Otherwise, members may not see an accurate figure when viewing Total Super Balance (TSB) in ATO online services.
If your TSB amount isn't accurate in ATO online, check your SMSF annual return to see if all fields were completed.
A zero TSB amount displayed could mean:
- we don't have any information for the financial year
- the amounts reported to us by your fund/s for TSB purposes don't equal the account balance reported on your annual statement
- a fund has reported the APV as a different or zero amount.
For more information, visit Super transfer balance account report instructions or what needs to be reported.
Looking for the latest news for SMSFs? You can stay up to date by visiting our SMSF newsroom and subscribingExternal Link to our monthly SMSF newsletter.