In line with the ATO’s focus on ensuring people’s super remains secure it has announced it will send out an email and/or a text message via an SMS when changes are made to the details of an SMSF. These details will include updates to the SMSF financial details, member information, bank details for refunds and other items as deemed applicable.
Accordingly, the ATO has urged all SMSF members to ensure they update their contact details either:
- online at abr.gov.au (with an AUSkey or an ABN linked to their myGov account, or alternatively with myGovID);
- through their registered tax agent;
- by phoning 13 10 20 (for authorised contacts of the relevant SMSF); or
- by lodging the paper form (NAT 3036).
SMSF members who are concerned about notified changes are encouraged to first speak with the other trustees of the SMSF or the authorised agent of their SMSF, before contacting the ATO. This action will ensure details are kept up to date without unnecessary duplications.
In our world of digital communications you are reminded that the ATO never requests you to reply by email or SMS and do not request that you provide personal information to them via this means. If you are concerned regarding the authneticity of any SMS or email from the ATO please contact your registered tax agent, who is able to view a comprehensive list of communication issued by the ATO to each taxpayer.