About Us

Individualised, strategic administration

Our team is personally committed to your business success.

Incorporated in 2012, we are a leading provider of independent SMSF administration, reporting, technical and compliance services. 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 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 executive team members are all experienced SMSF operatives.

Our Principal, David Busoli, is one of the most well known participants in the SMSF sector having been involved since its inception. He is an authority on SMSF technical and administration matters and is often called upon to speak at industry forums. He was one of the founders of the sector’s peak body, the SMSF Association of which he is a Fellow. He is often quoted in SMSF sector publications. The SMSF Alliance executive team includes Emma Walker, General Manager, Debbie Thomas, Head of Technical and Sarah Pressler, Head of Growth.

We are in the ‘people business’ meaning that 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.

David Busoli

Practice Principal & SMSF Specialist Mentor

Emma Walker

General Manager

Debbie Thomas

Head of Technical

Sarah Pressler

Head of Growth

David Busoli

I have been involved in financial services since before SMSFs existed. I’ve generally been principal of my own firms and have had a wide range of practical experience in accounting, tax advice, financial planning, stock broking, mortgage broking, investment advising and as a dealer principal. I’ve specialised in SMSF compliance & administration, strategic advice, deed construction and education since 1994. I was one of the earliest members of the FPA and a foundation member of the SMSF Association. Most importantly, I’ve kept my sense of humour throughout.

I was CEO and major shareholder, along with Macquarie Bank and others, of an SMSF admin business which grew to be one of Australia’s largest. I sampled retirement for a short time after the firm was sold in 2009 but soon realised that would never happen as SMSFs are my passion. Further, I’m lousy at fishing and golf and my long suffering wife wanted some peace so I became manager for QLD/NSW and Head of Education for Cavendish Super. Following its purchase by AMP my role became Executive Manager, SMSF Education for Superconcepts which I thoroughly enjoyed. I maintained and facilitated the 3-day Adelaide University SMSF Intensive, created and delivered numerous SMSF courses and presentations and was actively involved in the accreditation and subsequent mentoring of a significant number of SMSF practitioners.

With the realisation that corporate life was not for me I resigned in 2018 to return to run my own SMSF business once more. I could never stand the attitude that something should be done a particular way because that’s the way it has always been done but, on the other hand, I am disturbed by some of the emerging trends that run counter-productive to delivering real value. My focus is to assist financial advisers and accountants to enhance their SMSF services. Our dedicated team is continually introducing innovative tools and processes designed to set industry standards. Our portal and associated SMSF Toolbox functionality is unique to the sector. What I find exciting is that each innovation presents the opportunity to innovate even more.

I enjoy helping advisers create a material difference to their client outcomes and to the value of their firms. I don’t take myself seriously but I do take my responsibilities very seriously indeed. Why not contact me for a chat? I’d be delighted to explain how we can be of value to you.

Emma Walker

General Manager

I manage our operations and team, ensuring our processes and procedures are efficient and producing consistently quality results for our clients whilst ensuring our team members’ skills are recognised, fostered, and utilised for the greatest benefit. 

In my previous corporate roles, I became disillusioned with the consistent wall of apathy, lack of innovation and resistance to change that drastically hindered the efficiency of the work process and morale of the team. This prompted my move to SMSF Alliance, over ten years ago now. We do not settle for the status quo and are continually developing our processes and services to provide our clients with the best possible outcomes and, of course, on time lodgement!

 It has been equally satisfying to watch our clients’ businesses grow and know that we have played a part in that. The constantly moving SMSF regulatory goal posts are, and always will be, a challenge but we have the experience and agility to deal with whatever may come. 

In addition to over 15 years practical experience in SMSFs, I hold a Bachelor degree and a Diploma in Financial Services. I completed the University of Adelaide SMSF Intensive Course with Distinction and hold the SMSF Association’s Specialist SMSF Adviser (SSA) designation. I am also a Registered Tax Agent.

When not at work I can be found in the garden pretending to be a horticulturalist, then inevitably at Bunnings replacing the plants that have died.  I enjoy reading and learning, often going down rabbit holes when something piques my interest.  I have two Boston Terriers that have more personality than is reasonable and who have led me unwittingly into the area of canine nutrition and enrichment for which I have become a keen advocate over the years. 

Debbie Thomas

Head of Technical

I hold a Bachelor of Laws and the Specialist SMSF Adviser designation from the SMSF Association. With 21 years practical experience in the sector, I am proud to assist our clients solve complicated and unusual situations particularly involving deeds, pensions and deceased estates.

UK pensions are a particular interest of mine having spent considerable time working with HMRC for the last 6 years as a QROPS Scheme Administrator. I was proud to be appointed the second such administrator in Australia and have developed a streamlined approach to ROPS reporting and communication between Australia & the UK.

When not working, or studying for my Master of Law, I enjoy time with my two teenagers and husband, our rather fat King Charles Cavalier, Charlie, and our new kitten, Bennett. I love baking and will happily chat cookies anytime.

Sarah Pressler

Head of Growth

I’m the most recent member to join the “alliance” and look after all things Growth. From partnerships and pricing through to marketing and brand, I’m here to make sure the SMSF world knows what a difference SMSF Alliance can make to advice businesses and to their clients’ lives.

When I started my career in the financial services industry over 20 years ago, wrap platforms were a burgeoning idea taking hold of the superannuation market. I was fascinated by the innovation, particularly the efficiency for advisers and freedom for their clients. Since then, I have been hooked on helping planners, accountants, businesses and their clients make the most of their time and money whether that be through technology solutions, commercial strategy, technical education, or business development.

After reaching goals in senior roles at Asgard, AMP, TAL and overseas with Standard Life UK- I moved into SMSFs exclusively and, for the past 10 years, I have passionately promoted the freedom and autonomy of SMSFs to the wider Australian market. It’s an exciting time to be a part of this sector as it reinvigorates itself. I have built deep and valued connections in the SMSF industry and relationships with practices, professionals and clients over many years, and am thrilled to have found my home with David and the team at SMSF Alliance. Everyone knows I love keeping up to date- whether through social media, zoom calls or my phone (that is never off!) and I will always say yes to a coffee (or a wine!) so please reach out wherever and whenever and I will make sure we connect.

Not sure if SMSF Alliance is right for your business?

Easy as 1, 2, 3

Schedule a 15 minute call to determine if our businesses 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.

Once we’ve established we’re a good fit for your clients and service offering, our team will get you set up with an account.

Why work with us

Our services are provided on a business to business basis only.

At SMSF Alliance, we offer comprehensive SMSF administration, expert technical support, and strategic expertise to empower advisers and accountants like you. By collaborating with us, you can enhance your client support, streamline processes, and seize targeted opportunities that might have otherwise been missed.

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.

With our experienced team by your side, you’ll have the support you need to thrive in the SMSF landscape. Let us help you take your SMSF client servicing to the next level. Join us as an SMSF Alliance Partner and experience the difference.

If you are a trustee, please ask your financial adviser to contact us so we can discuss how our involvement may enhance your SMSF experience. If you do not have a financial adviser please contact us at info@smsfalliance.com.au. We will discuss your needs with you and refer you to an adviser for your consideration.

Efficient and Timely Client Servicing

We understand the importance of providing your SMSF clients with exceptional service. With our strategic administration overlay, administrative shortcomings won’t hinder your strategies. Our SMSF Enhancement Tools identify risks and opportunities, giving you a clear advantage in supporting your clients.

Unlocking the Full Potential of SMSFs

While many view SMSFs as tax-efficient wealth accumulation tools, we recognise their multifaceted nature. Ignoring their diverse features can be suboptimal and even risky. Our approach rejects the one-size-fits-all industrialisation trend, ensuring you maximise the benefits for your clients and your business’s reputation.

Technical Expertise and Independence

Strategic administration thrives on access to high-level technical expertise. Our independent SMSF administration solution is tailored to empower even the most sophisticated SMSF clients. As we are not licensed, you can trust that our advice remains unbiased, without any conflicting interests.

Latest News

Keeping you up-to-date with what you need to know about SMSFs.