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We are an independent specialist self-managed super fund (SMSF) accounting firm that offers its services to other Accountants and Financial Advisers.
We provide accountants and financial planners with an end-to-end solution that transforms their self-managed fund offering.
Build assured margins through our fixed fee service model.
Administration without limitation. Bank and Invest at your discretion. Select any SIS compliant asset classes and product .
Protect your client base with our white labelled solutions.
Rapid query response and timely product turnaround.
Engagement is only ever a click away with our client portal.
Each of our Staff is passionate about Self-Managed Superannuation Funds (SMSFs).
They all have been in the SMSF industry for years and have solid experience in both administration and audit of SMSFs.
Our Principal has had an opportunity to work for a SMSF specialist firm that provides outsourced services to over 200 accounting and financi
Each of our Staff is passionate about Self-Managed Superannuation Funds (SMSFs).
They all have been in the SMSF industry for years and have solid experience in both administration and audit of SMSFs.
Our Principal has had an opportunity to work for a SMSF specialist firm that provides outsourced services to over 200 accounting and financial planning firms with a combined clientele of 5,000 SMSFs.
Has had years of diverse professional experience including working for Deloitte Australia.
Is a member of CPA Australia (CPA), Institute of Public Accountants (FIPA) and the SMSF Association (SSA). Is also a Registered Tax Agent and an ASIC Registered SMSF Auditor.
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