Our SMSF professional accountants work solely on SMSFs and have 5-10 years of expertise in this area. Our SMSF team is set apart by the breadth and depth of their practical expertise.
We handle all major SMSF compliance software programs including BGL, Class Super and superMate to name a few.
All SMSF services include:
- A dedicated Australian SMSF client manager as point of contact
- Overseas team with a minimum five years of SMSF experience
- The option to white label our services
- An obligation-free trial of the process
Establishment/Setting Up a SMSF
Setting up an SMSF is about more than taking steps to get it started. We can establish a superannuation fund to suit your clients’ requirements. Set up and administration services include setting up new/existing fund details in reporting software; daily processing, monthly and year-end models; customised checklists, work instructions for processing data; preparation of SMSF annual returns; and customised electronic work papers.
SMSF Administration & Audit
We’ve built an enviable reputation and developed vast experience in providing administration services to the SMSF industry for many years. We regularly liaise with professional associations, industry experts and regulators to ensure we are at the forefront of changing regulations.
No fund is too complex for us to handle. We offer a fixed fee for any sized fund and complexity. Ask us for more information.
If you are not a registered tax agent, our network of partners can assist you. The independent audit of your fund(s) is done through external partners where we will manage the completion of the process.
Unlike other outsource providers, we have a proven quality track record. We are flexible to meet your client demands and control costs without the excessive overheads experienced in larger firms. We come to you if required and we keep our promises. All the work is reviewed in Australia by SMSF specialists to ensure accuracy.
It’s About Quality, Quick Turnaround and Trust
We service accounting firms across Australia, who engage us for the administration and audit for thousands of SMSFs. Let us partner with you to develop a systemic and customised SMSF process to take the hard work off your hands.
Want More on Our SMSF Audit and Administration Services?
View our self-managed superannuation fund services brochure.
Accountants, ask us for an obligation-free trial of our process.