At A.T. Partners, we understand that managing your super is a big responsibility — and choosing the right support partner is just as important. When you select an SMSF administration package through our website, you can be confident that you’re backed by experienced professionals committed to your fund’s success.

Here’s our assurance to you:

• ✅ Expertise You Can Rely On
  Your fund will be handled by qualified accountants and SMSF specialists with years of experience in superannuation compliance and strategy.

• ✅ Transparent Pricing
  No hidden costs or surprise fees — everything included in your package is clearly outlined before you commit.

• ✅ Prompt Communication
  We’ll be in touch within 1–2 business days to confirm your package, answer your questions, and walk you through the next steps.

• ✅ Tailored Support
  We know no two SMSFs are the same. That’s why we tailor our service to suit your fund’s structure, investments, and goals.

• ✅ Ongoing Compliance & Peace of Mind
  From annual tax lodgements to pension tracking and audit coordination — we ensure your fund remains compliant year-round.

We’re here to make SMSF administration simpler, clearer, and more effective for you. Thank you for choosing A.T. Partners.

The list of records and documents required for the processing of the Annual administration of your fund are as follows:

• Bank Accounts – Bank statements, term deposits, bank bills, debenture stock statements
• Shares – Contract Notes for Purchases/Sales
• Broker’ transactions statements
• Broker’ cash management account
• Dividend statements
• Dividend re-investment advice statements
• Managed Funds – distribution statements
• Copy of executed Trust Deed
• Investment Strategy
• Documentation relating to any other investment types the fund may have
• Any correspondence from the Australian Taxation Office
• Any other correspondence or Tax Invoices relating to your fund
• Notice of Consent to act as Trustee Form
• Application for Membership Form
• Portfolio Valuation list as at the end of the financial year (issued by your stock broker)
• Roll over Forms
• Employer contributions if applicable (form supplied by A.T.Partners)
• Personal contributions if applicable (form supplied by A.T. Partners)
• For pensions – Actuarial Certificates if applicable
• Any other correspondence relating to or associated with your fund or its activities

Thinking of Buying a Property through your Super Fund?

We can help you throughout the entire process including organising a financial advise if necessary.

When set up correctly, investors are able to build a portfolio of properties and completely eliminate capital gains tax – making self managed super funds the most tax effective and growth orientated wealth building vehicle in Australia.

Discover how you can purchase properties, collect rental income, benefit from significant property appreciation and tax benefits, while boosting your self managed super fund – without increasing your risk!

Let us show you how to:

• Structure your self managed super fund to allow it to borrow to invest in property
• Generate a constant stream of tax-free rental income
• Completely eliminate income and contribution taxes within your self managed super fund
• Cut the ongoing cost of property investing by up to 45%
• Pay off your investment property in a fraction of the time using advanced contribution strategies
• Build a multiple investment property portfolio through your self managed super fund
• Pay no capital gains tax on the sale of your investment properties
• Shelter your assets from debt recovery and bankruptcy charges

A.T. Partners specialise in helping investors better understand their options and navigate through the complex process of buying property in a self managed super fund.  In other words we can guide you through the entire process.

There’s never been a better time to invest in property using your self managed super fund. Start today and grow your wealth faster than you ever thought possible!

Please contact us today