SMSF Services for Financial Advisers
How Do You Benefit from Outsourcing SMSF Services to Solutions Centric?
Access to Seasoned Accountants
By outsourcing your firm’s SMSF administration services to us, you can tap into a pool of expert accountants. Our team of SMSF administrators can start working with you on your funds in a week.
Enhanced Workflow Management
We follow well-defined SOPs, and our team will assist in implementing efficient processes and integrating best practices into your firm’s workflow.
Up-to-Date Technology Practices
Our team is well-versed and stays current in SMSF software, CLASS and BGL360, and easily adapts to the solution of your choice.
Cost-Efficient, Scalable Solutions
We have achieved cost efficiencies through streamlining processes and tailored outsourcing and offshoring solutions. Our accountants are qualified and experienced in Australian practices and ready to work on your daily workflow and funds within a week of the discovery call.
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FAQ's
1. Why should financial advisory firms consider outsourcing SMSF administration?
Outsourcing SMSF administration gives your firm immediate access to SMSF specialist support, reduces operational costs, and ensures compliance with evolving ATO regulations. It allows your team to focus on high-value client relationships while experienced SMSF administrators manage the technical and reporting requirements
2. What software does Solutions Centric use for SMSF administration?
Expert SMSF professionals and accountants at Solutions Centric are well-versed in various SMSF administration software platforms, including:
- BGL Simple Fund 360: A cloud-based software offering automated processing and real-time reporting.
- Class Super: Provides comprehensive SMSF administration features with streamlined workflows.
These platforms enable efficient management of SMSF tasks, ensuring accuracy and compliance.
3. How is data security and client confidentiality handled in outsourced smsf administration?
At Solutions Centric, safeguarding clients’ data is a top priority. We are ISO 9001 and ISO 27001 compliant, demonstrating our commitment to globally recognized standards for quality management and information security.
- Controlled Access: Only authorised team members will have access to client information, ensuring strict internal data handling.
- Secure Infrastructure: We utilise advanced encryption for all data transmissions and storage, safeguarding information against unauthorised access.
- Ongoing Risk Management: Regular security audits, risk assessments, and compliance checks are part of our commitment to maintaining a secure operating environment for all SMSF administration
Your clients’ confidential data and information stays protected.
4. Is outsourcing SMSF administration suitable for small advisory firms too?
Yes. Whether you’re managing a few or 500+ funds, outsourcing brings structure, consistency, and cost-efficiency to your back-office operations, allowing smaller advisory firms to compete effectively while focusing on client growth and advice delivery.
Contact Us
Sydney, Australia
Bangalore, India
