SMSF

Why accountants and advisers
should partner with SMSF Alliance.

Are you an adviser or accountant with SMSF clients and need help to grow or keep on top of your SMSF operations?

SMSF Alliance provides SMSF administration to accountants and advisers with full technical support and expertise so you can better support your clients. We are not licenced to provide product advice but will assist you, the licensed  adviser, to provide your services more comprehensively. Our strategic administration overlay ensures that your strategies do not fail due to administrative shortcomings.

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.

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 in various SMSF matters, including:

  • SMSF establishment and windups
  • General SMSF advice and assistance with areas such as future service benefits and QROPS
  • General superannuation advice and assistance with areas such as pensions, caps and cost base resetting
  • Information and assistance with statutory changes and compliance

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 is only available to adviser and facilitates the production of up to 4 documents in under 10 minutes - investment strategy, investment strategy for reserves, derivative risk statement, and collectibles storage document.

Online Fund Reports

We provide secure web access to a variety of reports that allow both our advisers and their clients to take a proactive, value added approach to fund activities.Our client advisers may badge these reports and provide them directly to their clients.

Dashboard Tool

We assist advisers to provide enhanced services to their client base with our dashboard module. All of the information on the dashboard is available by accessing each individual fund's records but the dashboard, accessed via a secure login, provides a wide range of information at a glance.

Strategic Administration

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

Super Stream

Most SMSFs are now required to receive employer superannuation contributions electronically using SuperStream Data & Payment Standard. Applicable SMSFs will need to obtain an ESA and supply this to the Members’ employers. We provide this service at no cost on request.

e-Signature Solution

Our e-signature solution increases the timeliness and proactivity of our services by largely dispensing with the delays and inefficiencies of the postal system. This SMSF Alliance solution offers a range of benefits to advisers and their clients.

Tax Effective Processing

When an SMSF contains both accumulation and pension accounts its after tax return may be enhanced by appropriate administration. This advantage relies on the use of an optional method of calculating general fund expenses, the Income Ratio Method which we adopt as our default.

QROPS Express

In order to provide the fastest possible QROPS deed service we have a presence in the UK. This ensures that our processing times are not subject to the significant time lag imposed by standard international postal services.The result is a decrease in processing time of between 2-4 weeks.

Downloadable Investment List

Please contact us for an up to date list of Investments.

Partnership.

The benefits of being a partner with SMSF Alliance include:
SMSF-Alliance-SMSF-Partnership-01
Leading SMSF expertise

You will be supported by our SMSF specialists who rank amongst the most experienced in the business. Enjoy having full confidence in getting the right advice and tips on legislative changes along the way to help your clients optimise their SMSF benefits.

Comprehensive, timely and streamlined administration

As an SMSF partner you will save time and money with access to a range of resources and tools to help you support your SMSF clients and maintain your business’ branding.

SMSF-Alliance-SMSF-Partnership-02
SMSF-Alliance-SMSF-Partnership-03
Full Support

We’re here to support you every step of the way, every day. You will receive alliance partner only resources, tools, forms and templates. SMSF Alliance will also provide you with direct superannuation technical e-newsletters covering the latest SMSF regulatory updates, legal and tax requirements, advice and strategies.
To learn more about how the SMSF Alliance solutions can benefit your business and clients contact us today for a confidential chat.

Accurate, efficient, timely, cost-effective service for your SMSF clients