SMSF Solution For Advisers

SMSF Solution For Advisers 2020-08-19T00:59:00+00:00

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

VIC

Level 17, HWT Tower
40 City Road
Southbank VIC 3006

NSW

Level 16
68 Pitt Street
Sydney NSW 2000

QLD

Level 2
127 Creek Street
Brisbane, Qld 4000