Funds & SMSF

General information only. Not financial product advice. Not tax advice. Atlas never places brokerage orders.

1. Self-managed super (SMSF trustees)

If you use Atlas as an SMSF trustee, you still have to meet ATO and SIS Act duties. Atlas does not replace the trustee’s written investment strategy, auditor, or accountant.

Sole purpose test

The fund exists to provide retirement benefits (or death benefits), not present-day personal use. This is the sole purpose test under SIS Act s62.

Source: ATO — your obligations as an SMSF trustee · ATO — SMSF investment requirements

Written investment strategy

A written investment strategy is required. Review it regularly and record why each investment fits the strategy. Listed ASX securities are a permitted class (listed security on an approved exchange) — they still must fit the fund’s strategy and sole purpose. Atlas does not replace the trustee’s investment strategy.

Arm’s length and ownership

Investments must be at arm’s length, commercial, and with clear legal ownership by the fund.

In-house assets — 5%

In-house assets (a loan to, investment in, or lease to a related party) must not exceed 5% of fund market value. If over 5% at year end, you need a written plan to get back to 5% or below by the end of the following year.

Source: ATO — what are the SMSF investment restrictions

Annual duties

• Annual audit
• SMSF annual return (SAR)
• Keep records
• Residency
• Notify the ATO of changes

Contribution caps

Contribution caps change; check the ATO. This page does not print dollar caps or levy amounts. ATO contribution caps

SMSF trustees remain responsible. Atlas never places brokerage orders. Dated fills for accountant packs live at /tax/cgt (your login only).

2. Private / company fund managers

Private and company fund managers can use the same research board as other Atlas users. Holdings are isolated per login. Session clip sizing is advisory (not a dump). Dated fills can feed an accountant pack at /tax/cgt.

You still need your own AFSL or other licence and mandate. Atlas is not a managed fund product from TSAI.B. Atlas never places brokerage orders.

3. Institutional investors

Institutional investors get the same research board, per-login holdings isolation, clip sizing, and dated fills for working papers. Mandate, licence, and best-execution stay with the institution. TSAI.B is not offering a managed fund product. Atlas never places brokerage orders.

TSAI.B provides general information only and is not financial product advice. You are solely responsible for your own trading decisions. © 2026 Dr. William Boyd. All rights reserved. disclaimer_version 2026-09-02-v2. Back to Atlas · Terms & Conditions · disclaimer