Services

For Financial Planners

We can provide your planning practice with a simple solution to support your clients’ SMSFs:

Set up of SMSFs (including the trust docs), changes to SMSFs and winding up SMSFs
Accounting for SMSFs
Preparation of SMSF financial statements
Arranging and liaising with independent SMSF auditor
Preparation of SMSF tax returns
Lodging SMSF tax return
Liaise with ATO

Although we don’t offer SMSF advice to your clients, we manage all other aspects of their SMSF
administration so we take the stress out of the specialist SMSF administration requirements.
We provide prompt user-friendly service and ease of access to your client’s information with the
Class Super software reporting interface accessible through our website. By using our electronic
documentation system, there’s no need for you to handle, store or track hard-copy docs.

We make it simple for you to offer your clients the highest quality professional SMSF services

We are here to help you grow your practice

We deal with your firm and you retain your client relationship
Our fees are tailored to match the work we do per fund, and for larger referrer practices, we can even offer a fixed fee service.
In this way, we help you to grow your practice.