Direct Trustees

Our SMSF service offering is also extended out to direct trustees who are looking for a streamlined solution to the management of their SMSF affairs. We do not have any restrictions on number of investments held, value of investment and type of investments and this is one major advantage why our clients prefer us to do all the work for a fixed fee with no hidden surprise.

Please get in touch with us if you are keen to find out more about our services.

Financial Planners/Advisers

We provide our SMSF services to wide range of Financial Planners and Advisers. Due to our service offering being flexible and fixed fee basis, these allows the adviser to not worry about compliance side of things and rather have the focus on providing their clients with high level financial advisory services. This would add more strategic value to the clients.

By partnering with us, our service offering to you can provide below major benefits.

  • High quality SMSF accounting and tax compliance services with a dedicated account manager.
  • Fixed fee structure for all your client’s SMSF regardless of the size of their fund.
  • Flexibility to tailor our service specifically to suit your client requirements.
  • 24/7 access online client view access for clients to view their real time SMSF data.

Please get in touch with us if you are keen to find out more about our services.

Accountants

We provide our SMSF service mainly to small to medium sized chartered accounting firms Australia wide. By outsourcing the SMSF compliance works of your clients to us, this will allow you to focus more on adding strategic value to your client and concentrate on high level advisory service.

By partnering with us, our service offering to you can provide below major benefits.

  • High quality SMSF accounting and tax compliance services with a dedicated account manager.
  • Comprehensive workpapers provided for each SMSF’s year end financials and tax return.
  • Fixed fee structure for all your client’s SMSF regardless of their size of the fund.
  • Flexibility to tailor our service specifically to suit your client requirements.
  • 24/7 access online client view access for clients to view their real time SMSF data.

Please get in touch with us if you are keen to find out more about our services.