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It’s Simple to make your SMSFs one less thing to worry about

  • Writer: Julie Taylor
    Julie Taylor
  • Mar 2
  • 2 min read
Frustrated man in office with messy hair holds a calculator, sitting at desk with laptop and large stack of papers. Bookshelves in background.

If the incoming Anti-Money Laundering and Counter Terrorism Financing (AML/CTF) regime is the last thing you need thrust upon you, it might just be time to take control of what you can control.

 

From the training webinars I’ve been to so far, it looks like most Accountants will need to comply with the AML/CTF regime, there doesn’t seem to be much wriggle room or ability to outsource this responsibility.

 

Based on the latest statistics from the Australian Taxation Office (ATO), SMSFs are already a practice area that is falling behind with more than 93,000 SMSFs having overdue returns.

 

Not to mention how much of your time will be eaten up helping business clients navigate the new Payday Super requirements.

 

If you’ve been putting some or all your SMSFs in your too hard basket or Payday Super and the AML/CTF really will be the straw that breaks your back, it’s time to revisit outsourcing your SMSFs.

 

It really is Simple to outsource your SMSFs in a way that doesn’t leave you wondering where things are up to, still doing too much of the legwork, still taking care of arranging audits, lodgement and other requirements like TBARs.

 

It’s the KISS Way:

 

  • One Query Checklist standard

  • One Day Technical query response standard

  • Progress Reporting

  • Customised service package to suit you

  • Fixed Fee pricing

  • Audits co-ordinated

  • Lodgements

  • Legal Document Service

 

The KISS Way is how we do everything, delivering you an SMSF service that is efficient and effective, every task, every time.

 

Our 8 workflows take care of up to 100 tasks for each SMSF annually, that’s a lot of worry gone.

 

And our team is 100% Australian based with more than 25 years specialist SMSF experience.

 

We’ve helped many Accountants turn their SMSFs client base from worry to wonderful.

 

Having the ATO breathing down your neck about late SMSF lodgements while you navigate your new life as an AML/CTF Compliance Officer and help your clients navigate Payday Super, just isn’t the way to start the upcoming new financial year.

 

Give yourself some breathing space and talk to us today about how we can help you take care of your SMSFs.


At Keep It Simple Super we have spent over 15 years helping Financial Advisers and Accountant deliver exceptional SMSF services to their clients. Keeping your clients happy and coming back each year is our goal. Book a discovery call with one of our team to see if we can help you create the perfect SMSF service for your business - Click here



 
 
 

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