Do more of what you do best

Outsource your SMSF administration activities to a partner you can trust – enabling you to play to your strengths.


The challenge for advisers

More Australian investors are choosing SMSFs — but in order to find growth and income in today’s volatile, low-interest environment, they need the help of a professional financial adviser, like you. This means you need to stay abreast of complex and changing regulatory requirements, without spending hours on essential but low-value administration tasks.

Play to your strengths

Your value lies in the financial expertise you share with your clients — not in managing the paperwork of administration and compliance. So it could make sense to outsource these important activities to a partner you can trust to deliver what you need. We offer a range of flexible SMSF administration solutions, making it easier to manage SMSF services for your clients. By leveraging our expertise, scale and award-winning technology, you can put your energies into building client relationships and growing your business.

Our services 

Administration

Administration

High quality and efficient SMSF administration that’s flexible enough to suit your business.

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Education

Education

Technical SMSF education - enhance your reputation and help gain a competitive edge.

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Software

Software

Smart SMSF accounting software to help you save time by automating everyday tasks.

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