With our SMSF
outsourcing
package you get
to focus on
financial advice

We can handle the rest for you.

Our SMSF outsourcing package includes:

Financial statements
Tax returns
Annual audit
Specialist software

Save with our bulk rate discount

Our fixed fee service is even better when you get a bulk rate discount.

To get started call 1300 659 589


Send us an email
about your SMSF
requirements and we’ll
arrange a free initial
consultation.

    Request a free consultation

    An SMSF can be a critical element in your clients’ wealth strategy. Keeping it compliant with ever-changing superannuation legislation and ATO guidelines requires specialist focus.

    SMSF outsourcing tailored to your financial planning firm

    At The SMSF Accountant, superannuation is our focus. Our SMSF outsourcing package is designed to integrate seamlessly with your financial planning practice, so you can continue doing what you do best while we take care of the compliance.

    We offer flexible arrangements to suit firms of all sizes and can tailor our service to your clients’ needs. We liaise directly with your firm to obtain all required documents and financial data, then handle the full annual compliance process for each fund.

    Looking for SMSF advice for your clients?
    Find out about our SMSF set-up and admin services for financial planners.

    Year-round support well beyond annual compliance

    Our SMSF outsourcing service doesn’t end with your client’s annual return. Get year-round support including SuperStream rollovers, ATO liaison. We also provide specialist advice on pension strategies, concessional caps and personal Transfer Balance Caps. Whatever arises throughout the year we can help and we’re only a phone call away.

    We also coordinate with our independent auditor (an annual requirement) and provide a free Electronic Service Address (ESA) service for every fund.

    Want to know the latest SMSF news?
    View our articles about all things  SMSF.

    Specialist LRBA structures support

    If your clients are looking to borrow within their fund to purchase property, we can establish the full Limited Recourse Borrowing Arrangement (LRBA) structure on their behalf. LRBA establishment is a complex process that requires specialist knowledge – errors can have serious consequences, including potential double stamp duty. Our SMSF outsourcing service ensures the structure is set up correctly from day one, protecting your clients and your advice relationship.

    Need to make changes to your fund?
    Find out about our Corporate Secretarial Service.

    Contact The SMSF Accountant today to discuss your firm’s needs and find out how our SMSF outsourcing service can work for you.

    Have a different question? Give us a call or drop us a line.

    We work with many financial planning firms. Here’s what they ask us most about our SMSF outsourcing package.

    • We want to provide financial advice to our clients but don’t want to handle the accounting and tax work. Can you help?

      This is exactly where we come in. The SMSF Accountant does not provide financial advice and does not hold a financial services licence. We focus exclusively on the accounting and taxation work for each fund. We have many established relationships with financial planners built on precisely this arrangement.

    • We’d like to present the financials and tax returns to our clients as if we prepared them. Is this possible?

      Absolutely. We can white-label all prepared documents under your firm’s branding and limit all communication exclusively to your firm. Every query comes through you, and all fees can be directed to your firm for on-charging as you see fit.

    • We have a large number of funds that need attention. Do you have the capacity?

      Yes. Our team has been specialising in superannuation for many years and we have the capacity to take on large groups of clients. Whatever the size of your SMSF portfolio, we’re equipped to help.

    Close

      Request a free consultation

      Close