Setting up integration with the ABR

in Integrations & Add-ons

Upon completing the order of a new SMSF, you can automatically apply for the fund's ABN, TFN and become regulated.  In the 'Completed Orders' area, you can select 'Apply for ABN' from the Actions drop-menu, which will automatically open and pre-fill a most of the Australian Business Registry (ABR) application using the data from the new SMSF application.

Apply for ABN

Setting up the Tax Agent information

To populate information relating to the Fund's Tax Agent, you can add in this detail within the 'ABR - Integrations & Add-ons' area.  This information will automatically populate any new SMSF ABN application, in addition to including the details of the fund and members from the order form.

ABR info

0