Helping Accountants
retain and grow thier
business
Grow your SMSF business backed by systems and processes designed to make the experience easy and simple.
If your existing SMSF Administrator is letting you down or you are having difficulty finding staff it's time, to find a better way to manage your SMSF clients.
Introducing the KISS Way
Outsourced SMSF Administration services that rely on simple workflows that remove complexity and give you back your time.
The KISS Way = Simple
Every time consuming, mundane SMSF task has been put under our “Simple” microscope to find the way to make it just that…SIMPLE.
We call it the KISS Way.
With over 20 years specialist experience our team handles SMSFs of all shapes and sizes and at any stage of the SMSF lifecycle. Our Outsourced SMSF Administration package can include your client’s BGL Simple Fund 360 subscription under our license or your own. We can co-ordinate the audit with our preferred provider or using an auditor of your choice. As part of our service, we can also arrange property valuation reports for residential and commercial properties.
We prepare the SMSF annual taxation return under your tax agent number including obtaining the actuarial certificate if required. We can also manage all SuperStream reporting ensuring contribution data is being received and rollovers and release authorities are attended to in the required timeframes.
We have a wealth of SMSF knowledge that we freely share with the accountants that use our service.
Our technical SMSF compliance support service can provide practical insights and tools to help you deliver better client outcomes, including our permanent records review. Our free investment strategy template has been developed with our preferred leading auditor to comply with Australian Taxation Office (ATO) requirements.
Our Document Agent Service is available to any Accountant who engage us. It delivers specialist lawyer written and issued SMSF documents providing valuable protection for your SMSF clients.
We utilise BGL’s two-factor authenticated platform to securely exchange information with you and we can tailor notifications to your team, so everything flows just how you want it to.
Our Progress Reporting means you and your team know exactly where your jobs are up to without you having to spend time is regular meetings trying to reconcile your Work in Progress.
Our package also included a Quarterly SMSF Newsletter that you can provide to your clients. We have partnered with Best Practice SMSF to produce the Newsletter. They also provide Videos, Guides and Checklists that are available at a discount for our clients.
Our Service for Accountants
