SMSFs often sit within a broader group of personal, business, and family‑trust entities you already manage.

 

But SMSFs can be time‑consuming — especially if you only have a handful — leading to write‑offs, bottlenecks, and unnecessary stress.

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We help you retain your SMSF clients by taking care of the ongoing administration, processing, and compliance work, while you remain their primary accountant and tax agent.

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You keep the client relationship.

 

We handle the SMSF workload.

TBAR reporting has changed the game.

Annual processing is no longer enough — at least quarterly administration is needed to stay compliant and avoid late‑lodgment issues.

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By keeping your clients’ SMSF accounts up to date throughout the year, you stay ahead of ATO expectations and deepen your engagement with your clients.

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No surprises.

No scrambling.

Just clean, current data that protects both you and your clients.

We provide a fixed‑price, ongoing administration service hosted on Class — the leading SMSF platform.

 

You can remain the tax agent, or nominate us. The choice is yours.

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As SMSF specialists, we support you when tricky issues arise, helping you deliver accurate, compliant outcomes without the stress.

 

Fast responses, clear communication, and a partner who understands the technical detail behind every SMSF decision.