Let’s work together to deliver the best outcomes for your clients
We have a number of customisable packages and solutions that we offer to accounting firms and financial advisers/dealer groups.
Our Accountant Prepared Package is perfect for accounting firms or practices that want to unburden themselves with SMSF administration yet still wish to maintain important client relationships. The Accountant Prepared Package acts as a pure ‘back-office’ administration function with white label capabilities if required. This package can be tailored towards each accounting practice depending on the level of client management you wish to maintain. This enables you and your practice to focus your attention and energy on your core competencies and thus maximising value and achieving the best possible outcomes for your clients.
Our White Label solutions are perfect for financial advisers and/or dealer groups looking to align themselves with a preferred SMSF administrator. We can tailor our correspondence documents and email signature with your firm’s logo and contact details and even personalise the way we answer the phone when a client of yours gives us a call with an SMSF question.
We appreciate the pivotal roles financial advisers play in maximising client wealth and retirement benefits for superannuation purposes, so we will work closely alongside you to assist you in delivering the best possible outcomes for your clients.
Register your details and one of our consultants will be in contact.