Step 1
Choose Your Package
Review your fund's investments and structure, then select the package that best matches the fund's complexity.
- Basic Fund
- Complex Fund
- Advanced Fund
A simple, structured administration process built for accounting firms.
Step 1
Review your fund's investments and structure, then select the package that best matches the fund's complexity.
Step 2
Your team uploads fund information, source documentation and trustee correspondence using our secure website.
Typical Information
Step 3
Our SMSF specialists complete the administration work including:
Step 4
Every fund passes through internal review processes designed to ensure completeness and accuracy.
Step 5
Completed SMSF files are returned to your team under your brand, ready for review, audit and client presentation.
Already have a Class or BGL 360 license? No problem.
We can work within your existing SMSF software environment, helping you maintain your current workflows while reducing administration workload.
Whether you want us to work directly in your software or manage the fund through our systems, we’ll tailor the process to suit your firm’s requirements.
Benefits