Our client is an integrated accounting and advisory firm in Norwest, NSW. With their growing customer base demanding additional services related to Self-Managed Super Funds (SMSFs), the firm sought to expand its capacity and add value to its customers.
Choosing the right support
Our client faced a strategic decision: build an internal team with the expertise to manage the technical and compliance demands of SMSFs, or work with a trusted SMSF specialist, allowing them to add a new revenue stream without additional overheads.
The firm sought a local partner to handle end-to-end processing, provide expertise for complex scenarios, and enable a new revenue stream without adding internal strain. And this is where Solutions Centric was brought in.
Putting Sound SOPs in Place
From day one, weekly meetings set the rhythm for collaboration. These regular check-ins allowed both teams to work through compliance queries, resolve edge cases with the auditors, and keep the workflow moving without surprises. This level of support enabled our client to confidently scale their SMSF volumes without worrying about capacity bottlenecks.
The cloud-based portal provided a clear view of each fund’s status. Staff could upload documents, track progress, and manage deadlines without endless email threads and internal calls.
Scaling with Confidence
With reliable processes and dedicated support, our client scaled their SMSF service quickly and sustainably. Internal staff continue to focus on strategic advice and strengthening customer relationships. SMSF admin and compliance is now a stable, growing part of the firm’s offering, underpinned by Solutions Centric’s structured approach and responsive support.
“The growth of the SMSF business has given us confidence to take on more SMSF work, knowing the team can handle it. In just the first year, we’ve already grown our SMSF portfolio to 50 funds, with all returns lodged on time”
– Principal
Scale Your SMSF Offering with Confidence
An accounting and advisory firm in Norwest partnered with Solutions Centric to expand into SMSFs without adding internal strain. With structured workflows, weekly collaboration, and end-to-end support, they built a scalable service that delivered compliance, efficiency, and growth – reaching 50 funds in the first year with all lodgements on time.
If you are looking to grow your SMSF offering without increasing overheads, let’s explore how the right support model can work for your firm.