How We Work at SMSF Australia

We work with only the latest in technology and automation so that you’ll not only get the best service, but the best returns.

Our experienced and dynamic SMSF team specialise in automation and the latest software systems, such as Class Super, so that you won’t have to lift a finger to ensure that your SMSF is compliant.

We Use Only the Best SMSF Accounting Software

At SMSF Australia, we use Class Super, Australia’s leading cloud based SMSF administration software.

With this software, we can streamline and automate the entire SMSF administration process including needs and reporting into a single system that you will have complete access to. Using Class Super, we can import all bank feed, source documents, setup lodgment and alerts for compliance issues.

This is one of the reasons that we can save you so much money. Using the latest SMSF technology, we can automate our work to keep costs low. So we can spend more time working on ways to get the best possible value for your SMSF, rather than spending hours doing mindless data entry.

SMSF Options We Offer

We know that one-size-fits-all is simply not an option when it comes to SMSFs. That’s why we offer two flexible packages that will fit in with your budgets and financial goals.

Reactive SMSF Services

Traditional accounting model, at the end of the financial year, we’ll complete all your necessary SMSF administration services and invoice for work completed.

Proactive SMSF Services

Pay for the current financial year up front (eg. July 2020 you pay for the 2021 financial year) and we keep the Super file up to date monthly for access to usable, real time data.

Our SMSF Onboarding Process
  • To get started, all we need is a copy of the reports from the last year that was completed for their SMSF (Financials, Tax Return, Audit Report) and we can confirm our quote. We’ll offer quotes for both of our packages, so you’ll have all the information to make the best decision for your circumstances.
  • We will then send out an engagement letter including the quote and scope that must be signed and returned before we can get started.
  • We will then send an ethical letter to the old accountant and officially take over the file. We do this to save you both time and the hassle of having to ensure all parties are correctly informed of changes going forward.
  • Once the Class Portal is set up we will invite you in so you’ll have complete visibility of your SMSF if on a proactive service.

Why Choose SMSF Australia

Our team has had over 20 years of experience providing SMSF compliance and advisory services throughout Australia. We employ local SMSF accountants so you can be certain your client’s files are being completed correctly by a local team who you’re welcome to come and meet for coffee. We specialise in automation to keep your clients costs low allowing more budget for advisory services!

Request a Free Quote

If you’re interested in getting a free quote for SMSF accounting services, simply submit your details and we’ll be in touch within 8 business hours. 

You can also email us if you would prefer.

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