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OUR SERVICES

SERVICES OVERVIEW

Seamless SMSF service packages cater for all Accounting and Financial Planning firms, no matter how large or small. Services range from Resource Support to Daily Reconciled Accountants, ATO lodgments, and Technical Marketing Support. You choose the level of support you need. 

We recognise the needs of Financial Planners and Accountants can vary dramatically, as can the needs of businesses within each of the two specialty areas. That’s why our system and depth of service caters for all Accountants and Advisors.

We provide a cost-effective resource to complete all your SMSF compliance needs. The process to transition to our outsource solution is simple and stress free. Using our SMSF solutions allows you and your team to focus on your clients’ business, investment, and lifestyle goals. Leave the compliance to us. 

PACKAGES

Includes:SMSF AuditSMSF Annual – You LodgeSMSF Annual – We LodgeSMSF Daily – You LodgeSMSF Daily – We LodgeSMSF “The Lot”
Independent Audit     
Year End Accounts & Tax Return
Mailing House
Tax Agent – Lodgements
Daily Resource Support
ASIC Registered Agent

SMSF Audit Only Service:

All SMSFs require an annual independent audit.  We complete audits for Accountants and Advisors all over the country.  Simply upload your work-papers on to our secure job tracking portal, and we’ll have the audit completed within 5 business days – GUARANTEED!  Plus – we complete a memo on every fund to identify opportunities for the SMSF trustees, which converts to consulting revenue for the Advisor.

SMSF Annual - Resource Support and Audit:

This is a popular solution, in particular for Accounting Practices whose SMSF trustees maintain a hands on approach to managing their investments and look to their Accountant for strategic tax support.  The end product with this service is a comprehensive set of electronic work-papers, fully referenced to source documents and draft tax returns.  The accounts are prepared in the Accountant/Advisors own software, which can include Class Super, SuperMate, BGL 360, and BGL Simple Fund.

If you’re looking to convert your existing software onto a new platform, the option exists for our team to do all the heavy lifting for you.  Simply nominate the software platform you’d like to transition to, and we can take care of the rest.

You can also elect for the lodgement of the Annual Tax Return – You lodge or We lodge.  You choose!

SMSF Daily – The Ongoing SMSF Resource Support Solution:

For Accountants and Advisors who need ongoing reconciliation of transactions so as to monitor the progress of investment portfolios, pension payment, contribution limits and have committed to regular ongoing meetings with clients, this option provides the perfect solution.  You can also elect for preparation and lodgement of Activity Statements and the Annual Tax Return.

SMSF “The Lot” – Your Ultimate Solution:

This service offers a complete end to end compliance solution, from mailing house collection of data and preparation of all accounts, to final audit, lodgement and payment of Activity Statements and Tax Returns with the ATO.

OTHER SERVICES:

Corporate Secretarial Services – we act as ASIC agent which means no more late lodgements
SMSF Set Ups – you can elect for our team to apply for ATO registrations and set up a Macquarie CMA for the fund
LRBA Set Ups – includes Corporate Trustee and Holding Trust
Help Desk Support – call us with tricky questions associated with any fund you have
Online Marketing Tutorials – hundreds of marketing videos to help you expand your presence
Seminar Support – A seminar presentation solution that will educate and inspire your future and existing SMSF trustees
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