End-to-end solution


A complete wholesale solution for your SMSF clients. Offering efficiency, simplicity,
choice and flexibility whilst bolstering your margins.

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Pension Establishment & Commutation

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Education

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Bare Trust Establishment

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Administration

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Fund Establishment

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Audit

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SIS Compliance Advice

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A superior SMSF experience

Smart technology transforming the way you manage your SMSF clients.


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Online

One place for advisers & accountants to apply for the full range of SMSF services.
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Integrated

An integrated solution allowing advisors and accountants to collaborate with trustees.
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Bespoke

Built to support your business model, your way.

Service suite

A full suite of services to bolster your SMSF client offering.


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Core Services

Administration
Audit
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Deed Services

Fund Establishment
Trust Deed Upgrades
Trust Deed Amendments
Corporate Trustee Establishment
Corporate Trustee Upgrades
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Benefit Services

Pension Establishment
Pension Commutation
Lump Sum Documentation
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Ancillary Services

Technical & Strategic SIS Advice
Bare Trust Establishment
Bare Trustee Establishment
Actuarial Certificates
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