Stay compliant (minus the stress) by keeping track of key SMSF deadlines and lodgement dates.
There is a lot to stay on top of when it comes to running an SMSF, from audits and annual returns to meeting ATO deadlines. That is where SMSF House steps in. We simplify the process, keep everything on track, and make sure nothing slips through the cracks. No deadline dodging required.
Whether you are just getting started or already managing your fund, this page outlines the key dates for the current and upcoming financial year, so you know exactly what is due and when.
2024-2025 Key Dates
| Deadline | What It's For |
|---|---|
| 31 October 2024 | Annual return due if lodging without a tax agent. Applies to new funds or SMSFs with overdue returns. |
| 28 February 2025 | Lodgement due for new SMSFs using a tax agent |
| 15 May 2025 | Standard deadline for most SMSFs using a tax agent. Most SMSF House clients fall under this date |
| 5 June 2025 | Extended deadline for non-taxable or refund SMSFs (if eligible) |
| Audit Deadline | Auditor must be appointed at least 45 days before your lodgement due date |
2025-2026 Key Dates
| Deadline | What It's For |
|---|---|
| 31 October 2025 | Annual return due if lodging without a tax agent. Applies to new funds or SMSFs with overdue returns. |
| 28 February 2026 | Lodgement due for new SMSFs using a tax agent |
| 15 May 2026 | Standard deadline for most SMSFs using a tax agent. Likely applies to most SMSF House clients |
| 5 June 2026 | Extended deadline for non-taxable or refund SMSFs (if eligible) |
| Audit Deadline | Auditor must be appointed at least 45 days before your lodgement due date |
A Few Extra Notes
- If your lodgement date falls on a weekend or public holiday, you have until the next business day to submit.
- Your SMSF audit must be completed before your return is lodged, so plan ahead.
- Using a registered tax agent like SMSF House gives you access to extended due dates and a lot less hassle.
Let SMSF House Handle It
When you partner with SMSF House, we take care of your deadlines, lodgements, and compliance calendar — so you can focus on building wealth, not chasing due dates. From audit appointments to ATO submissions, it’s all part of the service.
A Few Extra Notes
The information provided on this page has been sourced from the Australian Taxation Office (ATO) and is intended as a general guide only. While SMSF House takes care to ensure the accuracy of the dates listed, we accept no responsibility for any errors, omissions, or changes made by the ATO.
This content does not constitute financial advice. For guidance specific to your circumstances, please contact SMSF House or refer to the ATO directly.