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
Our online reports are available via pc, tablet or your mobile phone.
ExpertSuper™ SMSF Solution
ExpertSuper™ Terms and Conditions
ExpertSuper™ SMSF Solution vs Traditional Outsourcing
Our fees vary depending on the level of white labelling required.
Please contact us for an indicative quote.