Home >Excel spreadsheets for your SMSF

Excel spreadsheets* for your SMSF

*please note you need Microsoft Excel on your computer to use these

Excel spreadsheets capable of:-

There are spreadsheets for use in single member funds, and also in multi-member funds. The spreadsheets handle transactions both in Australian dollars and also in foreign currency. They are for use in funds in accumulation or retirement phase investing in financial investments such as bank deposits, shares, unit trusts, bonds and managed funds. If you are able to, you would be free to adapt them to suit other types of funds or investments. The comprehensive help file describes the TBAR reporting obligations for a fund in retirement phase.

The spreadsheets refer to the 2021 ATO annual tax return and CGT Schedule, and are suitable to assist in preparing 2020/21 financial statements and for the 2021 annual tax return. If you are able to, you would be free to adapt them for use in subsequent tax years.

How to get the spreadsheets

These are supplied as part of the establishment packs for new SMSFs or for separate purchase.

Jeremy Gordon
2 July 2021

Copyright © Jeremy Gordon

This article only applies to Australian self-managed superannuation schemes regulated by the Australian Tax Office.

The help and instructions for the spreadsheets prevail over the information given on this page.

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Jeremy Gordon is an Australian barrister. He can be contacted by email at or by mail at PO Box 354 Corinda QLD 4075.
The conditions applying to his work are here (opens in new window).