SMSF Services tailored for advisers

Superannuation Accounting Services is a full service SMSF accountant and compliance administrator – providing specialised administration, accounting and tax services to assist financial advisers in managing their clients’ SMSF.

• Specialist: knowledge, expertise and experience
• Industry leading SMSF accounting and compliance administration service
• Comprehensive documentation and compliance services covering the whole SMSF lifecycle
• Quality and reliable SMSF services, with Account Manager
• Competitive and fixed fee structure for all your client’s SMSF, regardless of their assets or transactions - no surprises
• Technical advise and support
• Assist financial advisers in managing the growth of their SMSF business

Built for advisers

Our SMSF services for advisers are tailored for advisers. We work with you to understand your processes, and tailor our service to fit into your processes.

We offer transitional support to help smooth the transition to our services.

Managing your clients’ SMSF is easier

With Superannuation Accounting Services, you can have confidence knowing that your clients SMSFs are looked after by qualified specialist, using the latest technology.

Because we are independent, your clients investments are not restricted, and we don’t tell you which banks, brokers, platforms you need to use.

Less is more — Don’t get bogged down with paperwork. We work with you to streamline the process and tailor a solution. Giving you more time to work with your clients.

With a wide range of data that can be automatically fed from banks, brokers, platforms, we can keep the accounts up to date. We actively monitor the transactions to ensure compliance. We will inform you if we identify any exceptions, and promptly attend to it.