Process to apply for an ABN/TFN registration via the Smarter SMSF platform integration
Apply for a ABN/TFN registration for the new SMSF Fund.
After completing the generation of a New SMSF document order, the Smarter platform provides the next step to register a new ABN/TFN for the new Fund.
The ATO will forward the confirmation of a TFN in a separate notification. This process saves you significant time in the application process, an alternative to using the Australian Business Registry (ABR) website. The benefit of the data used in the New SMSF document is used to populate the fields for ABN/TFN form.
This process has proven to be a time saver compared to data entry via the ABR website. Information already captured when generating the New SMSF document pre-populates the required fields in the ABN/TFN form.
You need to be logged into the Smarter SMSF document platform to access the registration process.
1. From the Smarter SMSF menu, select the 'Completed' document link.
2. From your Completed document listing, select the Fund entity and the 'Actions' dropdown arrow.
3. Select 'Actions' then 'Docflows' and 'Apply for ABN/TFN'.
The TFN/ABN Application screen opens at the 'Fund Information' tab..
4. Enter the 'Fund Information'. This includes the Reference (your internal created reference), a question is the applicant an ATO regulated self-managed super fund, what is the name of the ATO Regulated Self-Managed Super Fund name and the Establishment date.
5. Where is the location of the 'Fund's Main business location'. A note that the Fund's address can not be a PO Box and is required to be a physical address.
6. Record the 'Fund's mailing address for service of notices and correspondence'.
7. Record the Fund's telephone number.
8. Enter the 'Electronic Service Address (ESA)'
9. Click 'Save' or 'Preview' to view a summary of the Fund Information entered.
10. Select the 'Authorised Contact Details' tab.
11. Enter the 'Authorised Contact 1' details.
If this is your first time using the registration process, your contact details will not be available in the dropdown option. You will be required to enter your 'Title, Preferred Name, Family name and Position held'.
NOTE: Once you have entered your Authorised Contact details into the system, the system will retain your details, for any future ABN/TFN requests. The next ABN/TFN registration will allow you to simply click the dropdown option to select your name, a real time saver.
12. Enter the 'Authorised Contact - Telephone Numbers' details.
13. Record the 'Registered Tax Agent details'.
14. Scroll back up the screen to select 'Associate Details' tab.
15. Complete all the 'Associate Details' responses. Note that the question relating to the Fund's director who is a legal personal representative should be answered as 'No'.
16. In this example 2 associates have been selected.
17. Record the details for the 2 Associates.
18. Where a corporate trustee exists, the additional associates should complete the checkboxes as 'Director' and 'Fund Member'.
19. Scroll back up the screen to select 'Reason for application' tab.
20. Complete the 'Reason for Application'.
21. Complete the next series of questions for the 'Trustee Disclosure'.
22. Scroll back up the screen to select 'Declaration' tab.
23. The 'Declaration' information will be populated from the information saved in step 10. A previous ABN/TFN request allows you to select your 'Contact Details'.
24. Click the 'Select previous declaration' dropdown option to select your name.
25. Select the option of either a 'Trustee or Intermediary declaration'.
26. Record the name of the person completing the decoration and the 'Date of declaration'.
27. You can Review the data entry via the Fund Information summary. A note that once the ABN/TFN order is placed, email communications generate the Fund Information data entry summary as a copy to review your data entered and providing a copy for your file.
28. Select the 'Place Order' button.
29. You Completed orders table will display the submitted request and the successful submission of the ABN/TFN order.
30. AN ABN number will now be generated and an ABN Certificate will be issued to you via email.
31. A copy of the Australian Business Register document will be generated and emailed to you.
32. The ATO will generate and forward the TFN confirmation via a separate notification notice.
What do you do when the ABN number doesn't generate?
33. If the Certificate for the ABN number is not generated, a status will display 'Subject to manual review'. The Actions status will display an amber colour to display 'ABN - Manual Review'.
34. Click the 'Actions > ABN - Manual Review' link to open the 'Documents'.
35. The Document will display a Document number. This number can be quoted to the ABR, who will provide feedback about the client's outstanding requirements.
36. This is the telephone contact for the ABR-ATO and quote the Document number.
Website: Contact the ABR
Other error messages and solving issues.
37. This table will provide information for working through system generated messages. Contact support@smartersmsf.com, if you experience any of these messages.
38. You may receive a 'failed' status are submitting the ABN/TFN request. Please contact support@smartersmsf.com for assistance.
39. If you receive a delayed processing response, the Actions prompt has displayed 'Processing' for a long period of time, one possible reason is to check the spelling of the company name.
For ASIC, all strings must be uppercase. The proposed company name must be in uppercase.
Data entry was combination of Upper and Lowercase letters. 
Push to BGL, CLASS Super and SuperMate providers
We are finalising the the ability to allow users to send the issued ABN data back to your SMSF Accounting software. Further information and steps associated with this will be provided in the near future.
Push to BGL
40. You have the option to push client data back into Super Fund 360. From the 'Actions' drop down button, select 'Push to SF360'.
41. A confirmation message will be displayed if the data integration has been successful.
Push to SuperMate
42. You have the option to push client data back into SuperMate. From the 'Actions' drop down button, select 'Push to Supermate'.
43. There is confirmation of pushing data to SuperMate. Select 'Site' and 'Select the Fund'.
44. A confirmation message will be displayed if the ABN data has been pushed to SuperMate successfully.
Push to Class
45. You have the option to push client data back into Class. From the 'Actions' drop down button, select 'Push to Class'.
46. There is confirmation of pushing data ABN to Class. Select 'Fund Code' and 'Send to Class'.
47. A confirmation message will be displayed if the ABN data has been pushed to Class successfully.
How to get in touch
You can get in contact with us:
- By telephone on 1300 95 94 76
- By email us at team@smartersmsf.com