SMSF administration for financial advisers
Access to services and technical advice that evolves with you and your business.
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.
Need more information?
If you're not ready to sign up please contact us to talk to one of our experts.