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We make life easier for SMSF trustees
Running your own SMSF can give you greater flexibility and control over your retirement savings however, taking care of all the essential administration tasks and maintaining compliance can be time-consuming and complex.
That's where we can help. Our full-service SMSF administration services - backed by a team of experienced SMSF experts and an easy-to-use technology platform - equips you with the tools you need to grow your retirement savings, while still retaining full control over your SMSF.
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Explore our full-service administration features
Annual Accounts and Tax
Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Online Dashboard
With our online dashboard, monitoring your client's SMSF compliance, investments, contributions, and pension requirements becomes a breeze. The dashboard's intuitive interface makes it easy for you, your client, and our team to collaborate and stay up-to-date.
Client Service Management
We offer a dedicated team of professional accountants and SMSF specialists who can assist you with the ongoing management of your clients' funds.
Compliance Monitoring
Regular reconciliation of your funds, backed by real-time data feed connectivity, allows ongoing monitoring of your SMSF to track contributions and pensions, alerting you when action is required.
Automated Data Feeds
Automated data feeds from 260+ banks and institutions deliver transaction information directly to your dashboard, eliminating manual data entry and ensuring up-to-date portfolio values.
Data Protection
We take data security very seriously. With ISO 27001 certification, our information protection management system has received global recognition that it complies with best practice standards and bank-level security.
Technical SMSF support and education
Our personalized technical support is tailored to address your specific SMSF queries and concerns. In addition, we offer a range of free resources, including monthly webinars, specialised courses and access to our team of experts to keep you up to date with the latest SMSF management developments.
Events-based Reporting
We will prepare and lodge Transfer Balance Account (TBA) Reporting to the ATO on a regular basis during the year where required in relation to any pension fund.
Ongoing education
Free training webinars, monthly newsletters and access to our team of experts, ensuring you're always kept up to date.
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