How does our Accountant & Adviser Service Work?

To assist advisers and accountants with the management of their SMSF clients, we have developed a web based SMSF setup and management solution that combines market leading Class Super portfolio and tax technology with our online SMSF storage and workflow software.
Our systems have been specifically built to accommodate the numerous and diverse challenges involved with the SMSF administration and portfolio management process.
In addition to allowing your clients to view their SMSF investment portfolio and tax position on a daily basis, our software allows you to run reports outlining where all your client tax work is at so you can better manage your business and the SMSF tax and audit process for your clients.
SelfManagedSuper back office
By offering a complete administration and SMSF compliance system we can help you free up your time so you can concentrate more on the management of your client relationships and overall business.

What is included in our SMSF service?

  • Online portfolio access for all of your clients
  • Online document storage for all your SMSF client documents
  • Preparation of Annual Financial Statements and Reports
  • Preparation and lodgement of Annual SMSF Tax Return
  • Arrangement of the fund’s Audit
  • Setup and ongoing management of existing pensions
  • Preparation and lodgement of BAS and IAS statements (where applicable)
  • Technical and strategic advice

To learn more about our SMSF solution for Accountants and Advisers please contact us
on telephone number 1300 664 118 or email us at