Self Managed Super Fund (SMSF) Setup
The tax laws governing super are very complex, we can advise you on the tax liabilities of your SMSF. Our SMSF tax agents can advise you on the tax implications when drawing a pension, minimum pension rates and other smsf tax matters.
We also work with your existing financial advisor to ensure all compliance needs of your SMSF are being attended to.
- The SMSF Trust Deed
- Trustee Declarations
- Sample investment strategy for SMSF
- Documentation to appoint Trustees
- Minutes to establish SMSF
- ATO Application for ABN and TFN of SMSF
SMSF support services
We at ATB can arrange all your SMSF tax returns.
Our accounting team can take care of yearly tax administration including audit.
- Detailed Statement of Financial Position
- Lodgement of Tax Return
- Member Statements
- Profit & Loss & Operating Statement
- Trustee Resolution & Minutes