Our Solutions
Our solutions cater for self directed trustees but, for SMSF advisers, we also provide a range of business to business tools and services designed to support your SMSF business as this video shows.
How our unique SMSF Enhancement Tools will support you
Strategic Administration
From fund establishment to tax return lodgement, we understand the most complex SMSF strategies and the vital importance of dealing correctly with administrative requirements. Our SMSF data, updated daily and posted online, enables proactive planning for both financial advisers and direct trustees.
Technical Support
Free, high level technical support and mentoring to Alliance Partners is enhanced by age based alerts and rapid response phone accessibility to David Busoli on 0499 778 584. Direct trustees are also welcome to call for prompt, factual responses.
Investment Strategy Documentation Tool
Fully customisable, bespoke documents can be created in under 10 minutes including life insurance, borrowing, lack of diversification, reserves, derivatives, collectables, cryptocurrency, bullion, private loans, private companies/trusts, solar arrays, portal toilets and more. This tool is simply the best available. It includes access to an investment sector monitor that ensures our investment sector allocations match yours. You can choose from the ATO’s preferred gold standard documentation or the modern version of 0% to 100%.
SMSF TV
We have combined a collection of animated videos from the ATO with ours to create an educational resource for advisers to direct their SMSF clients to. We have taken a practical approach so our videos compliment and improve on those produced by the ATO.
Fees
Our ongoing administration fees are based on the ease with which investment data can be incorporated into our systems. We can provide you with a close estimate if we know how an SMSF is invested. Just contact dbusoli@smsfalliance.com.au outlining the identities of any platforms and cash account as well as the number of direct property investments and anything that could be regarded as unusual.
Priority Processing
You can nominate funds that require priority end of year account processing.
Purpose Built Portal
Communication is vital to the administration process and, as email based systems lack ready recordability, accountability and security, we have developed a sophisticated communication portal which also links to our other value adding services. It includes an optional 3 way link that can bring trustees, advisers and ourselves together in a group chat. We can even communicate solely with trustees whilst providing advisers with full visibility and access to join the conversation if they wish to. Multi factor authentication is available to all users.
Age Based Alerts
You receive a comprehensive review of the legal ramifications of each member’s coming birthday, including opportunities and dangers.
SMSF V APRA Suitability/ Sustainability Analysis
Alliance partners can generate a bespoke analysis of the comparative features, including fees, to help satisfy both best interest duty and dealer group obligations. The suitability analysis, for potential new SMSFs, and the sustainability analysis, for existing SMSFs, creates a detailed discussion paper.
Online Fund Reports
We provide secure web access to a variety of reports that allow you to take a proactive, value-added approach to fund activities.
SMSF Documentation
We provide the full range of SMSF documentation.
Embedded FAQs
We provide monitored FAQs for our Alliance Partners to incorporate into their own websites. Check out our Div 296 example.
UK Pension Funds
As HMRC approved Scheme Administrators, we have significant experience in establishing and administering UK Pension funds, including ongoing HMRC reporting.
Regular Blog Post
We provide regular short-form comments on current issues or useful tips. Subscribe here.
SMSF Guide
Our comprehensive SMSF Guide is regularly updated.
Alliance Partner advisers have the full support of our highly experience team and receive our expert help to grow their business. Direct trustees receive the comfort of knowing their SMSF is being run by one of the best administration services on the country.
If you’re considering upgrading your SMSF service provider, book a call, to determine if our businesses are a good fit.
Our comprehensive range of SMSF tools and services introduce greater accuracy, efficiency, timeliness, and cost-effectiveness to the SMSF sector. To receive more information, complete the form below.
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High level technical expertise in SMSFs of all shapes and sizes
As well as 24/7 online administration and compliance, SMSF Alliance applies an exceptional level of technical expertise to prevent, and overcome, compliance breaches. We believe strongly in prevention over rectification.
With our experienced team by your side, advisers 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 firsthand.
Our clients stay with us because they know they are with one of the best in the business
I'm very impressed by the portal
I’m very impressed by the portal. The main problem I have had with other administrators is the repeated requests for the same documents. The portal’s unmatched transaction feature is a game changer for us.
Peter - Financial Planner
Pension monitoring
My accountant used to look after my SMSF but he looked at it once a year and didn’t let me know of my minimum pension requirement. The result was that the ATO cancelled my pension for a year. SMSF Alliance not only keep me fully informed, they even contact me in June if I look like missing the minimum payment.
Jasmine - Direct trustee
High level of technical expertise
My high net worth clients often explore interesting alternative strategies that require a high level of technical expertise. I am surprised by the speed with which SMSF Alliance answers my queries – often within minutes.
Bronwyn - Financial Planner
Stopped me from making a mistake
I was about to invest in a project my neighbours recommended to me. Fortunately I asked SMSF Alliance first. It turns out the investment would have been illegal for an SMSF and would have caused me a lot of problems if I’d made it.
Sanjay - Direct Trustee
It’s saved me a lot of time
SMSF Alliance deal directly with my SMSF clients but I maintain full access and visibility of all communications. This has allowed me to save a lot of time as I’m not having to chase things up. I also have access to up to date information which has improved my ability to give proactive advice.
Graham - Financial Planner
Contribution convenience
I never really new where I was at with my contributions during the year. Also my wife made a contribution from an inheritance. Now, I have a portal where my wife and I can see exactly what’s been contributed and how much more we can contribute before we have issues. It’s very convenient.
Brock - Direct Trustee
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
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.