Welcome.

If you are an adviser or accountant seeking an independent, specialist SMSF service provider as committed to enhancing your reputation as you are, then look no further. Based in Brisbane, but with a national client base, SMSF Alliance offers timely, accurate and efficient service. The combination of our technical and administrative capabilities allows us to deal with even the most complex fund strategies. In addition, our unique SMSF Toolbox is a significant aid to your SMSF service service proposition.

We are a wholesale-only service focusing on strategic administration – because every fund is unique. The modern trend to “industrialise” SMSF administration is based on the incorrect belief that all SMSFs are the same. We meld the SMSF strategies you have devised, potentially with our help, with the documentation, technical, processing and reporting requirements necessary for your goals to be achieved. We understand the consequences of our work and the differences that small variations in approach can make.

Our SMSF Toolbox is an industry first. We created it to assist you, the adviser, to add value to your clients and, consequently, to your business. The facility analyses each SMSF and produces a list of purposeful insights focusing on over 20 potential opportunities and alerts. Each opportunity is presented to you, accompanied by the data you will need, to investigate it further. You decide on whether it is worthy of a recommendation.

Our team is personally committed to your business success. Our understanding of both the strategic and human aspects of SMSFs will benefit your clients and, therefore, your business. We stay at the forefront of all the latest SMSF changes and trends. We provide the level of strategic administration you require for your clients to not only remain compliant, with all documentation lodged on time and accurately, but also to benefit from the many additional, but often ignored, finer SMSF features.

Our services are provided on a business to business basis only. As a financial planner it is important for you to know that we are not licensed to provide direct client advice and will never be in competition with you. We will, however, refer direct client inquiries to you. Our comprehensive tax services also allow you to protect your client base as we are capable of providing general tax services as a one-stop-shop if you wish.

Incorporated in 2010, we are large enough to provide advanced resources but small enough to maintain a personal approach. We are a specialist, boutique firm and will stay that way to ensure that our service standards do not diminish.  Our team members are all on shore, well trained and dedicated towards enhancing your business. Our fee structure ranks with the most competitive in the business.

Your interest is timely as we always present a special offer at this time of year to attract new SMSF administration business so we hope you’ll take the opportunity to discuss your needs with us.

We are continually seeking ways to improve what we do and would value knowing what additional feature or service would be important to your business. Why not phone me, David Busoli, on 0499778584 to discuss how we can benefit your SMSF business?

Learn more about us

Unsurpassed technical expertise in
SMSFs of all shapes and sizes

Capable of handling the most challenging SMSFs

Our competitive advantage.

For Advisers

Our advantages include our on-time lodgement record, our expertise, our experience and our dedication to achieving the best results for you, our client.

Individualised strategic administration

Range of custom calculators

Fully customisable Investment Strategy tools

Bulk pension and contribution reporting

Unique alert service

Full range of general accounting services

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Our Solutions.

SMSF Alliance provides a wide range of services to SMSF businesses around Australia. Our solutions include a complete SMSF administration and compliance solution, with the right business tools designed to help you service your clients more accurately, efficiently, timely and cost-effectively. We are on-time, on-line and onshore.

Investment Strategy Tool

With restricted access to Alliance Partners, it creates fully customisable documents in Microsoft Word. Based on the client’s SOA, it is feature rich and SIS compliant. Apart from the required investment strategy, the document set fulfils other statutory requirements such as an investment strategy for reserves, a derivative risk statement and a collectables storage statement. For good measure it also includes a digital protocols (Bitcoin) risk statement.

Strategic Administration

We understand the most complex strategies and the vital importance of dealing with their particular administrative requirements. We can also offer valuable insights into their practicalities and potential alternatives.

Tax & Accounting

We offer general accounting and taxation services in addition to SMSF services but only to SMSF members and their associates. If you are an adviser, you may find our general accounting service useful as a safeguard for your client base as we will never become licensed to provide financial advice so will never be in competition with you.

Accurate, efficient, timely & cost-effective services for your SMSF clients. On-time, on-line and onshore.

Our Ethos.

Providing superior SMSF services

An independent SMSF service provider directly supporting advisers and accountants. We are dedicated to providing a strategic administration service of excellence, efficiency and effectiveness.

Our Team.

We are in the people business

When you partner with our expert team you can depend on us to enhance your client relationships. We are committed to you and your business. You can count on us for technical and strategic matters.

Our Commitment.

Enhancing your client relationships

Our focus is, and always has been, to enhance the efficiency and effectiveness of your business and the relationships you have with your clients. We go above and beyond to support you in all aspects of your clients’ SMSFs.

What our clients say

Have used the service for 5 years

SMSF Alliance allows me to spend more time with clients, building strategies and planning for the future, and less time handling the day-to-day affairs of administering an SMSF. After using their service for the past 5 financial years I can thoroughly recommend SMSF Alliance. The team are highly skilled and have advanced technical knowledge making it easier to see potential problems before they arise, or even correct issues within the funds of new clients. Almost every one of my SMSF clients have made the switch to SMSF Alliance and we haven’t looked back.

John - Financial Planner - Melbourne

This is where I'll be staying

I tried a few SMSF administration services before SMSF Alliance but had the same problems each time. Late lodged funds, frequent staff changes, continual queries for things I had already provided and a lack of understanding of what was important to my business. The investment strategy tool has also been very useful as have some of the others. I have been using SMSF Alliance for 4 years now and this is where I’ll be staying.

Tracey - Financial Planner - Brisbane

My clients remain my clients

I came to SMSF Alliance after my previous administrator got their own license and tried to poach my clients. I like SMSF Alliance’s commitment that I am their client and that each of my clients continue to deal only through me. I made the switch two years ago and have been impressed by the professionalism and service I’ve experienced. Their technical backup and assistance has also been great.

Chris - Financial Planner - Sydney

Let’s Connect

If you are looking for a better way to serve your SMSF clients, look no further than the team at SMSF Alliance. Contact us today to learn more about how we can support you.
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