Powering timely
SMSF administration and compliance solutions

Powering proactive
SMSF administration and compliance solutions

Powering efficient
SMSF administration and compliance solutions

Powering tailored
SMSF administration and compliance solutions

SMSF Administration solutions for both direct trustees and strategic SMSF advisers.

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Div 296 $3m Member Balance Tax

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UK Pension Expertise

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SMSFs vs Large APRA Funds

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Transform complexity into opportunity

Our SMSF Enhancement Tools are designed to add efficiency and value to even the most sophisticated SMSF.

Future-proof your SMSF strategy

SMSF Advisers can enhance their service offering by using our targeted SMSF opportunities and alerts.

Technical expertise you can trust

Don’t take a risk. Ask us to comment before you act. We won’t give you advice – Just the facts!

Empowering Advisers & Trustees. Elevating SMSF Excellence

Operating from Brisbane, but serving clients nationwide, SMSF Alliance delivers quality, prompt, precise, and efficient services to both direct trustees and SMSF advisers. Our extensive technical expertise and administrative capabilities enable us to accommodate the most advanced fund strategies.

For advisers or accountants in need of an independent, specialised SMSF service provider dedicated to enhancing your reputation, your search stops here. Our business to business service focuses on strategic SMSF administration solutions. 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 clients’ SMSF goals to be achieved. We understand the consequences of our work and the differences that small variations in approach can make. Our approach is different to other administration providers as we are continually developing innovative solutions such as our communication portal Link option and our Investment Strategy document tool which is simply the best of its kind. Our three way communciation portal provides you with total client visibility whilst allowing you to be as involved, as much you want to be, in the administration process.

If you are a trustee, we will provide you with 24/7 processing and reporting. We will answer all your SMSF questions and provide you with an investment strategy documenter to formalise the investment decisions you make. We will not provide you with investment advice, except as it affects administration or legalities, or proactive strategic planning as we are not investment advisers or financial planners. If you have a financial adviser, please let us know and we will explain how they may access our adviser based services to your advantage. If you do not have a financial adviser, but would like one, please contact us at info@smsfalliance.com.au with your name and phone number. We will contact you, have a chat about your requirements, and refer you to a financial adviser that we think you’ll be happy with. If you are content with just running your SMSF yourself, we can support you with that as well. Just contact David Busoli on 0499 778 584 or at dbusoli@smsfalliance.com.au and have a chat.

Learn more about our B2B SMSF Administration Service

SMSF Solutions

The tools you need

With our SMSF Enhancement Tools, you can streamline, optimise, and enhance your SMSF success.

Strategic Administration

From fund establishment to tax return lodgement, we understand the most complex SMSF strategies and their particular administrative requirements.

Communication Portal

Our portal can link advisers, trustees and ourselves in a customisable chat group that maximises efficiency and transparency.

Technical Support

High level technical support and mentoring is enhanced by age based alerts and our quick response strategy-check phone service.

Portal Tools

Our adviser portal includes analysis and reporting tools for future service benefits, untaxed elements, disability tax, related party LRBA checks and more.

Innovative tools and processes designed to set industry standards.

Age Based Alerts

We provide a comprehensive review of the legal ramifications of each member’s coming birthday, including opportunities and dangers.

Investment Strategy Documentation Tool

Fully customisable, bespoke documents including life insurance, borrowing, derivatives, collectables, cryptos and more can be created in under 10 minutes.

UK Pension Funds

AS HMRC approved Scheme Administrators, we can establish and administer UK Pension funds, including ongoing HMRC reporting.

SMSF V APRA Suitability Analysis

Advisers can access a bespoke analysis of the comparative features, including fees, to help satisfy both your best interest duties and dealer group obligations.

Your personal invitation

If you’re considering upgrading your SMSF service provider, we invite you to book an introductory call to determine if we are a good fit.

It’ll take no more than 15 minutes for you to understand our value proposition. If you’d like a more in-depth tour of our unique value proposition, via Zoom, that’ll take about 30 minutes.

Our clients choose us because they appreciate value

Latest News

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Clarifying Div 296

The discussion of Div 296 is largely characterised by misinformation and misunderstanding. As a public service, we...

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