Maintaining a Self Managed Superannuation Fund is almost like running a small business on the other side. It is a trust structure specifically designed for individuals for uninterrupted control over their retirement savings. Though the laws are dynamic and processing is complex, tricky and time consuming, it is popular. Being updated with the changing rules and compliances is complicated for SMSF trustees and financial advisers alike.

Our team of experts have a proven record to deliver financial services to CAs, CPAs and SMSF specialist accountants across Australia. We have in-house accountants to process Self Managed Superannuation Fund compliance.

Our accountants have extensive experience with a variety of SMSF compliance software platforms including BGL and ClassSuper. With a strong review process, we aim at delivering quality services consistently. Equipped with state-of-the-art infrastructure and qualified accounting personnel, we meet your varied requirements and are able to manage the back office volumes efficiently. In addition, our extensive in-house training programs enable us to stay updated to the trends and cater our services in the best-case scenario.

It is well said that SMSFs are considered amongst growth areas in investment. Likewise, a vast majority of financial planners are dealing with SMSF processing. However, the planners also recognize the SMSF Services as quite specialised. This is why they are increasingly buying this expertise into their firm for outsourcing.

How we can be an asset to your business?

  • New fund setup in preferred SMSF processing software.
  • Process and reconcile superfund’s bank transactions.
  • Annual financial statements preparation along with member statements.
  • Prepare necessary investment & income reports.
  • Prepare customized electronic referenced reports for audit.
  • Prepare annual tax returns based on financial statements & other additional details provided by members.
  • Provide annual tax returns lodgement by associated tax agents.
  • Assist with continuous email and call support, whenever required.

These services are offered for data entry and data processing only.

Why We are

Different?

  • Over 1.5 decades of impeccable accounting service delivery.
  • Certified processes quality service deliver along with consistent TAT.
  • International security standards for data security.
  • Well-defined modus operandi to function as extended office support.
  • Experienced accountant personnel & structured training programs to adapt quick changes in guidelines.

SOFTWARE EXPERTISE