Keep It Simple Super - Simplified Self Managed Super Fund Administration

Clients

We service accountants and financial advisors who want to take the hassle out of looking after their SMSF clients.

Accountants

Our accounting firm clients include those who:

• Don't make the money they'd like to on their SMSF clients and prefer to lock in a guaranteed profit
• Are having difficulty sourcing or retaining staff with the experience and skills to look after SMSFs
• Only have a small number of SMSF clients and want to save on the costs of specialist software and staff training
• Want to use their resources in an optimum way to provide the best added value to their clients

These firms utilise our Full Service offering and we look after their SMSF needs throughout the year.

We also cater for accounting firms who:

• Just want assistance with difficult and complex funds such as pension funds, segregated funds or funds with a significant number of investments
• Have experienced strong growth in their SMSF client base and need assistance to meet their client's expectations

These firms utilise our Expert Resourcing Service offering where we look after some of their SMSF work at peak times or when the need arises.

Financial Advisors

Our financial advisory firm clients include those who:

• Are looking for a cost effective SMSF specialist administration service provider
• Like having specialist SMSF technical support to call upon
• Prefer to have their SMSF client needs attended to by the one specialist firm