We provide a comprehensive outsourced offering
- We tailor our SMSF service to suit your specific practice needs
- We can provide a full white-label offering with you remaining the tax agent
- We provide an SMSF Accredited Specialist to partner with you and assist you in all matters relating to your SMSF clients
- We reconcile funds daily providing you access anywhere, anytime to your SMSF specialist reports
- We monitor contributions and pensions daily for your clients ensuring they satisfy the annual compliance requirements
- We handle all aspects of SMFS compliance including the preparation of all minutes required throughout the year
- We handle all year-end reporting obligations, preparation of the annual return and financial statements
- We attend to Event Based reporting requirements with the ATO
- We appoint and liaise with independent external Auditors to facilitate the annual audit
- As SMSF Specialists, we can provide strategic advice if and when you need it
Online Reporting
Our online reports are available via pc, tablet or your mobile phone.
SMSF Info
ExpertSuper™ Terms and Conditions
ExpertSuper™ SMSF Solution vs Traditional Outsourcing
Our Fees
Our fees vary depending on the level of white labelling required.
Please contact us for an indicative quote.
Get In Touch
Contact Us
VIC
Level 17, HWT Tower
40 City Road
Southbank VIC 3006
T: 1800 370 734
NSW
Level 16
68 Pitt Street
Sydney NSW 2000
T: 1800 370 734
QLD
Level 2
127 Creek Street
Brisbane, Qld 4000
T: 1800 370 734