We are specialists in SMSF strategies and compliance not a jack of all trades or an overseas agency. We specialise in automation, using software systems such as Class Super to automatically import bank feeds, source documents and setup alerts for compliance issues.

This allows us to be far more price competitive than other local firms with standard SMSF returns including accounting, audit and software costs starting from only a thousand dollars a year.

We have a young and dynamic team that are always looking for new strategies to further automate the Self Managed Super Fund process and further reduce the ongoing compliance costs. This allows more budget for the core advisers being the clients one on one financial planners or local accountants to spend more time with their clients to help them better achieve their super goals.