We provide advisers and accountants with full SMSF administration, technical support and expertise so you can better support your clients. We are not licensed to provide product advice but will assist you to provide your services in a more timely and comprehensive manner. Our strategic administration overlay ensures that your strategies do not fail due to administrative shortcomings, our SMSF Toolbox presents you with targeted risks and opportunities, you may have otherwise missed, whilst our processes are designed to lower the amount of effort required of you.
To most, SMSFs are simply a tax efficient means of accumulating, and utilising, wealth. Undoubtedly this is a major purpose but for an adviser to ignore their many other features is both sub-optimal and dangerous. The modern trend to “industrialise” SMSF administration is based on the incorrect belief that all SMSFs are the same. This approach both diminishes their potential benefits and increases the potential for future problems both to your clients and, reputationally, to your business.
Strategic administration is only possible if experienced SMSF accountants have involved access to high level technical expertise. Our comprehensive SMSF administration solution is completely independent. We are here so you can add efficiency and value to even your most sophisticated SMSF client. We are not licensed so have no conflicting interest. We do not deal with your clients directly without your express permission. Any direct enquiry is channelled back to you. Becoming an SMSF Alliance Partner will ensure that you have the full support of our highly experience team and be able to receive our expert help to grow your business.