Solutions for Accountants & Financial Planners

Are you an accountant or financial planner committed to delivering the most cost effective solution to your clients for administration of their SMSF? We are your answer.

We perform the back-office compliance for administration of self managed super funds. We have no contact with clients of our professional partners, so you can be assured that you continue to have full control of the engagement.

Our approach enables you to yield the maximum advantage of cost savings whilst being assured of quality and timely delivery.

We are members of the Institute of Chartered Accountants in Australia and strictly adhere to Quality Control for Firms as required by APES 320, as well as being subject to the Commonwealth Privacy Act 1988 and adhering to the National Privacy Principles (NPPs) when collecting, using, disclosing, securing and providing access to confidential information.

Contact us to receive professional partner fee packages.

How it works

How it works - Accountants How it works - Financial Planners
  • Your client delivers data (MYOB/QB/Banklink files, cash books, bank statements etc.) and other source documents to your office.
  • Your office uploads all information to our secure and encrypted client portal.
  • Your firm assigns a manager/senior accountant as the main contact person for our team, who is then responsible to answer any queries.
  • Our team completes the job assignment and sends to the main contact for review with complete and referenced work papers.
  • Our team finalise after review and deliver final copy in digital format to main contact together with our invoice.
  • Either you arrange for an auditor or chose one from our panel of independent auditors.
  • You lodge the tax return with the ATO under your Tax Agent Number.
  • Your client delivers data (MYOB/QB/Banklink files, cash books, bank statements etc.) and other source documents to your office.
  • Your office uploads all information to our client portal.
  • One of our qualified accountants completes the job which is than reviewed by one of our senior managers or partners.
  • We the deliver the audited financial statements, tax return and other relevant compliance documents in digital format together with our tax invoice
  • We lodge the tax return with the ATO under our Tax Agent Number.

 

Contact us to receive professional partner fee packages.