Anyone have trouble getting a tax invoice for SDB from bank?

Discussion in 'Superannuation' started by Caput Lupinum, Sep 10, 2014.

  1. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    I'm in the process of completing my audit for my SMSF and the only thing holding me up is the bank in which I have my SDB is having difficulty in issuing me a tax invoice for the establishment and annual fee for the SDB? I don't think it's a request asked commonly so I can't get an accurate answer. Has anyone else had this issue before. If so how did you resolve it?

    cheers
     
  2. Lunardragon

    Lunardragon Well-Known Member Silver Stacker

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    do you have to have a tax invoice?
    will they accept your bank statement/credit card statement showing the deduction being made for the SDB annual fee?
     
  3. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    Yeah I tried that. The auditor wants a tax invoice because the fees attracted GST
     
  4. willrocks

    willrocks Well-Known Member Silver Stacker

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    My auditor accepted the bank statement line without issue.
     
  5. AngloSaxon

    AngloSaxon Active Member

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    Our bank just gave us a receipt. How can they not give you a receipt.
     

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