Self Managed Super Fund (SMSF) Setup

We help in taking care of creating the most valuable investment structure for your Super. The tax laws governing super are very complex, we will advise you on minimizing tax liability in SMSF. Our SMSF tax agents  can advise you on tax implication when a  drawing pension, minimum pension rates and prepare documents to commence pension from SMSF.

  • 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. , As a registered tax agent our professional serivce includes  advice on any tax implications of contributions into an SMSF. Our accounting team will take care of yearly administration including audit.

  • Detailed Statement of Financial Position
  • Lodgement of Tax Return
  • Member Statements
  • Profit & Loss & Operating Statement
  • Trustee Resolution & Minutes
  • Investment Reports