We are a wholesale-only service focusing on strategic SMSF 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 for your clients, potentially with our help, with the documentation, technical, processing and reporting requirements necessary for your SMSF 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 then 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 SMSF 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 well trained and dedicated to enhancing your business success. Our fee structure ranks with the most competitive in the business.
Your interest is timely as we have just released our new portal so, to celebrate this milestone, we have a special offer for you to offer your clients. Why not have a look and give me a ring to discuss what we can do for you. David Busoli – 0499 778 584
Our advantages include our on-time lodgement record, our expertise, our experience and our dedication to achieving the best results for you, our client.
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.
On a daily basis, we analyse each member’s data, as well as that for each fund generally, and produce a number of qualified potential opportunities for advisers to consider. Also provided is the relevant supporting evidence, white papers and calculators where necessary. This is provided by our unique SMSF Toolbox.
On a daily basis, we analyse each member’s data, as well as that for each fund generally, and produce a number of warnings and alerts for advisers to consider. These are designed to protect you from errors of omission and to reduce your compliance risk. This is provided by our unique SMSF Toolbox.