Same headcount. No compliance headaches.
Give your SMSF workload to a Pod of accountants who process hundreds of self-managed super funds a year. Your firm can take on more without hiring, training, or worrying about keeping up with the rules.
The bookkeeping of Self Managed Super Funds has become a commodity — modern software handles most of it. What’s left is the part that really causes headaches: keeping up with tightening rules, managing an unpredictable audit process, and absorbing a sudden surge of work at exactly the wrong time of year.
Roughly 90% of super funds are ready to finalise between late September and December, creating a surge of urgent work when firms want to be winding down for the year.
Auditors have tightened what they require, and recent rule changes mean accounts often need to be signed off before the audit even starts — a shift many firms haven't adjusted to.
Firms with only a handful of super funds don't have the volume to justify staying on top of every rule change, leaving them exposed the one time a year they actually need to be across it.
Our experts only do super funds, so they're across every rule change and every asset type without having to split their attention.
Enjoy the ability to scale your SMSF resourcing up during peak season and back down once it passes (without paying for a full-time specialist all year).
SMSF work isn't done until an independent auditor signs off. We handle that process end-to-end, so you're not the one chasing it down.
We'll never take control of a fund and leave you to explain to your client why an unfamiliar company is suddenly involved. We work inside your firm's identity — to your client, nothing's changed.
Cheap, high-volume SMSF processors don't leave space for that — it's pure throughput. We're built so your firm (and your clients) can ask questions and get answers.
Super fund finalisation depends on managed funds and ETFs releasing their annual reports. Once those reports start coming through, most of your super funds become ready to finalise all at once and the bulk of the year’s SMSF work hits between late September and December. As everyone else is winding down, you might be starting to sweat…
A dedicated SMSF specialist sitting idle for eight months of the year doesn’t make much sense. Scaling your SMSF capacity up for that window — and back down once it passes — does.
WE CALL YOU
From processing to compliance, our outsourced SMSF solutions cover every stage of the fund lifecycle, not just the parts software can automate.
Day-to-day transaction coding and reconciliation, guided by the same software your firm already uses (Class, BGL, etc.).
Handling accumulation and pension mode calculations, including funds that hold both at once, plus TBAR reporting to the ATO.
Managing contributions moving in and out of funds, including all associated compliance.
Recontribution strategies, downsizer contributions, and staying across contribution caps and eligibility rules.
Importing and establishing new SMSFs on your systems when a client wants to start one.
Tell us about your SMSF workload — how many funds, what's involved, and where the pressure points are.
Start by the hour with a small number of funds. No lock-in, no long-term commitment — just see how it fits.
Once you're comfortable, scale up with a dedicated Pod that grows with your SMSF season.
Firms with only a handful of super funds don’t always have the volume to stay current on every rule change — and one mistake can be very expensive. Our Australian-trained outsourced SMSF accountants make sure there’s never a gap in your service.
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Yes. Since every SMSF requires an independent audit before it can be finalised, we liaise directly with your fund’s auditor from start to finish (that includes chasing outstanding requirements). This means a process that can take anywhere from a few days to a month doesn’t sit on your to-do list.
Yes, they were designed for exactly that. Our SMSF team works exclusively on Australian self-managed super funds and stays current on Australian compliance requirements as they change — including contribution caps, TBAR reporting, and rollover rules.
Both. Some firms use us purely for processing; others hand over full year-end compliance and auditor liaison as well. You choose the scope, we work inside it.
Everything beyond basic bookkeeping — accumulation and pension mode calculations, contribution strategy coding, rollovers via SuperStream, and TBAR reporting to the ATO. If you’re not sure whether we cover something, just ask us.
No, but you can start by engaging us by the hour on a small number of funds before committing to anything larger.
