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Welcome.

If you are an adviser or accountant seeking a 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.

One of our key differences is our personal commitment to your business success. We work alongside your team. 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 and are capable of providing the level of strategic administration you require so your clients will remain compliant, with all documentation lodged on time and accurately.

We also provide non-super investment portfolio administration and can establish any holding structure you may require including any type of company or trust.

If you are a financial planner, our comprehensive tax services allow you to protect your client base as we are not, and never will be, licensed to provide financial advice to your clients.

Our estate planning services, supported by experienced lawyers can satisfy your clients’ wills, guardianships and other testamentary arrangements.

All our work is performed in Australia.

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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.

Investment Strategy Tool

Our free investment strategy tool creates bespoke documents in Word format for ease of further customisation. Documents included are investment strategy, investment strategy for reserves, derivative risk statement, and storage of collectables.

Strategic Administration

We understand the most complex strategies and the vital importance of dealing with their particular administrative requirements. We offer valuable insights into their practicalities while assisting with applications for private binding rulings if advisable.

Taxation & Accounting

We offer general accounting and taxation services in addition to SMSF services. Advisers may find our general accounting service useful as a safeguard for their client base as we are not, and will never become, licensed to provide financial advice.

Accurate, efficient, timely & cost-effective services for your SMSF clients

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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