SMSF – Connect Outsourcing

Super Fund Accounting & Taxation made easy

We offer white-label self-managed super fund (SMSF) administration and audits for financial advisers and accountants.

If you’re a busy accounting practice or a financial adviser offering SMSF administration, it makes sense to focus your effort on what is important to your clients – giving guidance on super changes and optimising the performance of their fund – rather than the actual compliance and administration tasks. Your clients are looking for expert advisors, not just number crunchers. In the competitive world of self-managed super, you need something that will give you an edge in the market and allow you to provide your clients with first-rate service.

We take the effort out of managing SMSF and help your firm retain your profit margins with our outsourced SMSF processing services.

Our services include helping your clients prepare their end-of-financial-year accounts and assisting with audits and administration.

With over 800 fully trained accountants on our team and more than 10 years of experience, we are one of Australia’s largest and most experienced outsourced SMSF and accounting service providers.

Our audit team

Our SMSF audits are reviewed with our partner practice based in Sydney, Davidson Audit & Advisory Pty Ltd. Sole Director Tim Davidson is a registered company auditor with over 20 years of experience in all aspects of accounting and tax for SMSFs.

Under our outsourcing arrangement, we act as your in-house SMSF specialists. Whether you need an extra pair of hands or require a sounding board for complex technical queries, we’re here to provide you with our insight. Best of all, your clients will never even know we exist.

Why choose us?

  • Wholesale engagement model only: no direct trustee engagement;accountants and financial advisers only
  • Fast turnaround with unlimited capacity to grow when you need us
  • The ability to share information between the adviser and trustee, and between the accountant and trustee
  • Fixed fee for services at an agreed rate, at around 25% of the fee charged to your client
  • We white label our service so you can maintain your brand recognition

Curious about how to get the best from outsourcing?

After many years of working with top accounting
practices we know what makes a successful
partnership work.

Click here to download our free ebook..