SMSF Administration solutions for Strategic Advisers.
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Our comprehensive range of tools and services are tailored to assist SMSF businesses in serving their clients with greater accuracy, efficiency, timeliness, and cost-effectiveness. To receive more information, complete the form below.
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Transform complexity into opportunity
Our SMSF Enhancement Tools are designed to add efficiency and value to even your most sophisticated or complex SMSF client.
Future-proof your SMSF strategy
Elevate your SMSF strategy with our purpose-built algorithms that produce targeted SMSF opportunities for your clients.
Technical expertise you can trust
As well as 24/7 online administration and compliance, SMSF Alliance provides an exceptional level of technical expertise you can rely on.
Empowering Advisers & Trustees. Elevating SMSF Excellence
For advisers or accountants in need of an independent, specialised SMSF service provider dedicated to enhancing your reputation, your search stops here. Operating from Brisbane, but serving clients nationwide, SMSF Alliance delivers quality, prompt, precise, and efficient services. Our extensive technical expertise and administrative capabilities enable us to accommodate the most advanced fund strategies.
We are primarily a business to business service focusing on strategic SMSF administration. For advisers, we meld the SMSF strategies you have devised for your clients, potentially with our help, with the documentation, technical, processing and reporting requirements necessary for your clients’ SMSF goals to be achieved. We understand the consequences of our work and the differences that small variations in approach can make. Our approach is different to other administration providers as we are continually developing innovative solutions such as our communication portal Link option and our Investment Strategy document tool which is simply the best of its kind.
If you are a trustee, we can help you too. Please ask your financial adviser to contact us so we can discuss how our involvement may enhance your SMSF experience. If you do not have a financial adviser please contact us at info@smsfalliance.com.au. We will refer you to a financial adviser if you wish. Alternatively we can provide high level SMSF services directly to you though we cannot provide those that could be construed as financial advice.
Learn more about our B2B SMSF Administration Service
SMSF Solutions for Advisers
All the tools you need to build trust with clients, and retain them.
With our SMSF Enhancement Tools, you can streamline, optimise, and enhance your SMSF success.
Strategic Administration
From fund establishment to tax return lodgement, we understand the most complex SMSF strategies and their particular administrative requirements.
Communication Portal
Our portal can link advisers, trustees and ourselves in a customisable chat group that maximises efficiency and transparency.
Technical Support
High level technical support and mentoring is enhanced by age based alerts and our quick response strategy-check phone service.
Portal Tools
Our portal includes analysis and reporting tools for future service benefits, untaxed elements, disability tax maximisation, related party LRBA checks and more.
Innovative tools and processes designed to set industry standards.
Age Based Alerts
We provide a comprehensive review of the legal ramifications of each member’s coming birthday, including opportunities and dangers.
Investment Strategy Documentation Tool
Fully customisable, bespoke documents including life insurance, borrowing, derivatives, collectables, cryptos and more can be created in under 10 minutes.
UK Pension Funds
AS HMRC approved Scheme Administrators, we can establish and administer UK Pension funds, including ongoing HMRC reporting.
SMSF V APRA Suitability Analysis
We provide a bespoke analysis of the comparative features, including fees, to help satisfy both your best interest duties and dealer group obligations.
Your personal invitation
If you’re considering upgrading your SMSF service provider, we invite you to book an introductory call to determine if we are a good fit.
It’ll take no more than 15 minutes for you to understand our value proposition. If you’d like a more in-depth tour of our unique value proposition, via Zoom, that’ll take about 30 minutes.
Our clients choose us because they appreciate value
I'm very impressed by the portal
I’m very impressed by the portal. The main problem I have had with other administrators is the repeated requests for the same documents. The portal’s unmatched transaction feature is a game changer for us.
Peter - Financial Planner
Have used the service for 5 years
After using their service for the past 5 financial years I can thoroughly recommend SMSF Alliance. The team are highly skilled and have advanced technical knowledge making it easier to see potential problems before they arise, or even correct issues within the funds of new clients. Almost every one of my SMSF clients have made the switch to SMSF Alliance and we haven’t looked back.
John - Financial Planner
High level of technical expertise
My high net worth clients often explore interesting alternative strategies that require a high level of technical expertise. I am surprised by the speed with which SMSF Alliance answers my queries – often within minutes.
Bronwyn - Financial Planner
It’s saved me a lot of time.
The ongoing pension and contribution information I get from the Toolbox is great. That, and the automatic processing of pensions over the minimum has been very helpful. It’s saved me a lot of time.
Liam - Financial Planner
This is where I'll be staying
I tried a few SMSF administration services before SMSF Alliance but had the same problems each time. Late lodged funds, frequent staff changes, continual queries for things I had already provided and a lack of understanding of what was important to my business. The investment strategy tool has also been very useful as have some of the others. I have been using SMSF Alliance for 4 years now and this is where I’ll be staying.
Tracey - Financial Planner
My clients remain my clients
I came to SMSF Alliance after my previous administrator got their own license and tried to poach my clients. I like SMSF Alliance’s commitment that I am their client and that each of my clients continue to deal only through me. I made the switch two years ago and have been impressed by the professionalism and service I’ve experienced. Their technical backup and assistance has also been great.
Chris - Financial Planner
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