SMSF Solution For Accountants

SMSF Solution For Accountants 2019-07-10T14:53:17+11:00

A one-stop shop for SMSF establishment, administration, compliance, taxation and strategic advice.

Provides 24/7 access to your SMSF information through easy-to-use software via mobile, tablet or PC

Fixed Fee structure is calculated in advance providing complete transparency over your SMSF administration costs

Australian-based SMSF Accredited Specialist partnering with you all the way

Accountant Services

We provide a comprehensive outsourced offering  

  • We tailor our SMSF service to suit your specific practice needs
  • We can provide a full white-label offering with you remaining the tax agent
  • We provide an SMSF Accredited Specialist to partner with you and assist you in all matters relating to your SMSF clients
  • We reconcile funds daily providing you access anywhere, anytime to your SMSF specialist reports
  • We monitor contributions and pensions daily for your clients ensuring they satisfy the annual compliance requirements
  • We handle all aspects of SMFS compliance including the preparation of all minutes required throughout the year
  • We handle all year-end reporting obligations, preparation of the annual return and financial statements
  • We attend to Event Based reporting requirements with the ATO
  • We appoint and liaise with independent external Auditors to facilitate the annual audit
  • As SMSF Specialists, we can provide strategic advice if and when you need it

Get In Touch

Contact Us


Level 17, HWT Tower
40 City Road
Southbank VIC 3006

T: 1800 064 959

New South Wales

Level 4
8 Spring Street
Sydney, NSW 2000
T: 1800 064 959


Level 2,
127 Creek Street
Brisbane Qld 4000
T: 1800 064 959