We’ll look after all the transaction processing and compliance-related work for your client’s SMSF. Our packages range from simple transaction processing and accounts preparation through to a complete solution that includes audited accounts with tax return preparation and lodgment.

Your dedicated account managers are on hand to provide you with general advice and also take instruction from you – meaning you have an extended team that can assist you with technical matters as well as help you in managing your workflow.

We use smart technology
Our unique online job portal is built to simplify the outsourcing process. You can upload job, track the progress of your jobs in real time and even download reports whenever you need.

Our SMSF compliance & audit services

• Year-end processing and finalisation of the accounts and independent audit
• Daily processing of your firm’s SMSFs and year-end finalisation

Solution

• Job-based engagement with dedicated account manager and team leader
• Resource-based engagement with dedicated account manager, team leader & your dedicated resource