Compliance Letter For Australian Retirement Trust
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FAQ
A Letter of Compliance is a legal document that assures anyone interested in buying your property that, on the date issued, there were no Covenant violations on the property for which a new owner would be held responsible.
The ATO only issues a letter of compliance to an SMSF after the first SMSF Annual Return is lodged. The notice is issued once, not in each year of operation of the SMSF. Therefore, it is important for you to not lose this document.
A current passport issued by the Commonwealth ? a card issued under a law of a State or Territory for the purpose of proving the person's age which contains your photo, name and date of birth (please copy and certify both front and back sections if relevant). Certification must be no more than 12 months old.
If you use our online form to send your employer your ART account details, we include the letter of compliance for them. If you use the ATO's standard choice form, you'll need to send your employer a copy of our Australian Retirement Trust letter of compliance.
Note: Many super funds have a copy of a compliance letter on their website, for other funds you will need to contact them for this information. You can find a copy of the compliance status for your SMSF at Super Fund Lookup .
