Access to relevant information and efficient time usage are two of a planner’s greatest challenges. Our SMSF administration service takes a proactive approach to providing advisers with the ability to provide a range of value-added services to their SMSF clients, but this has required planners to be more involved in the administration process than some have liked. Such planners have sometimes preferred to continue using the once-a-year service traditionally provided by accountants to free up resources, notwithstanding the lack of control, transparency, immediacy and proactive analysis that is the inevitable result.

Our new portal enhancement provides a unique solution to this dilemma. Advisers can now nominate how they wish the communication process to function by selecting, on either a per SMSF basis or an individual SMSF query basis, whether our default contact point is:

• the adviser
• the adviser who can reassign a query to the trustee or
• to the trustee direct

Essentially, this is a “best of both worlds” solution for advisers who prefer the “traditional” approach but wish to enjoy complete visibility over all communications and workflows, including the benefits of our proactive approach, with minimal administration involvement – if they wish.

If this new feature is of interest to you, you will also be interested in our special fee offer for existing SMSFs transferring to our service. Where we receive a transfer of administration form before 30 June 2025, we will waive our base fee for the 2025 end of year accounts. Conditions apply.