icn_accountants_outsource_wht_60x60  Back-office service

On-demand solution for accountants and financial planners

Focus on what is important to your clients — guidance with super changes and optimising the performance of their fund, while we take care of the administration. Choose monthly or end-of-year service provided in your software instance.

 

Full year administration and audit

MONTHLY
$90.75

PER SMSF

Real-time administration bundle

ANNUALLY
$990

PER SMSF

End-of-year administration bundle

 

Key features:

  • Wholesale engagement model only — no direct trustee engagement; accountants and advisers only
  • End-to-end service offering
  • The ability to share information between the adviser and trustee, and the accountant and trustee
  • Online access 24/7 from a desktop, tablet or smartphone
  • Wholesale pricing allowing accountants and planners to capture the retail margin
  • White labeling allowing accountants and planners to secure brand recognition

Contact us to arrange a web demonstration

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Declaration

Core services

SMSF administration back-office core services