We help

Financial Advisers

We are a well-established SMSF Partner for Financial Advisers

Our focus is having a win/win relationship with you that helps you have a great SMSF business that is underpinned by our values, systems, and technical expertise. What you get is clear value and more time to focus on helping your clients build their wealth.

Highlights of our Financial Adviser support

Your Brand, Our Engine

Your own branded SMSF Service backed by one of Australia’s best SMSF Support providers.

SMSF Technical Experts

Exclusive to Adviser and Accountant partners is access to a qualified and experienced Client Service Manager.

You control client contact

This is your brand – you control all client communications

Tailored Mailbox and Payments Service

Our zero-touch approach delivers clear process efficiencies to give you more time.

Real-time Accounting & Investment Reporting

Daily, Monthly, Quarterly, Annually – you choose.

Tax Agent Service

With us as your Tax Agent you will no longer need to manage multiple Accountant relationships. Have more control over YOUR clients.

If you are looking to take greater control of your clients whilst adding a profitable revenue stream – get in touch today.