Our name says it all
We provide accountants and financial planners with a comprehensive solution
that transforms their self-managed superannuation fund offering
Engagement is only ever a click away with our purpose built client portal.
We provide a comprehensive suite of SMSF services at wholesale rates.
Administration without limitation. Bank and Invest at your discretion. Select any SIS compliant asset classes and products.
Your brand. Your client.
Protect your client base with our wholesale, white labelled solutions.
Build assured margins through our fixed fee service model. No unexpected costs.
Rapid query response, timely product turnaround, wholesale rates.
More than 6,000 SMSFs administered and audited in the 2018 financial year for over 250 accounting and financial planning firms.