SMSF Solution For Advisers

SMSF Solution For Advisers 2018-11-14T17:02:31+00:00

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

Adviser Services

We provide a comprehensive SMSF service so you can focus on what you do best!

  • We provide an SMSF Accredited Specialist to partner with you and tailor our SMSF service to suit your specific needs
  • We can forward all information to you as the Relationship Manager, effectively acting as your SMSF back office
  • We reconcile all funds daily, providing you online access to to up-to-date contribution, pension and SMSF information
  • We handle all SMSF compliance – liaising with you where clients need to take action or if we notice any exceptions
  • We handle the administration burden via the establishment of data feeds and chasing documentation where possible direct from the source
  • We handle all year-end reporting obligations, preparation of the annual return and financial statements
  • We appoint and liaise with independent external Auditors to facilitate the annual audit
  • As SMSF Specialists, we can provide strategic advice to your clients if you’re not licensed and unable

Get In Touch

Contact Us

Victoria

Level 17, Como Office Towers
644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959

New South Wales

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

Western Australia

Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6008
T: 1800 064 959

Queensland

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