Solution introduction
Streamline your SMSF Administration with a team of experienced SMSF accountants
SMSF Services for Financial Advisers
Advisors can rely on our expert backend support to enhance their capacity and capabilities, ensuring their clients’ SMSFs are managed with compliance and efficiency. Our team handles:
- SMSF Establishment and Registration
- Year-end Accounting and Tax return
- Annual Independent SMSF Audit
- Monthly processing of datafed accounts
- Fund performance reports and dashboard
- ASIC corporate compliance
- Access to workflow platform
- Ability to brand the services as Wilsons
- Client manager access for service questions
