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