SMSF Admin & Audit

White label
your margin
turnaround time

It’s time you pumped up your volume.

Improve your turnaround times of SMSF administration + audits by leveraging Accario services from start to finish. At a fraction of the cost our white label service increases your opportunity to sell at volume.
  • Providing support for preparation of Annual Financial Statements, Management Reports, Special Purpose Reports for SMSFs

  • Connecting you with the right professionals for audit purposes

  • Facilitating SMSF trust deeds and related fund set-ups

  • Daily transaction processing (if required)

  • Electronic workpaper preparation

  • Preparation of documents for fund compliance

  • Review fund against current laws and ensure compliance

  • Fund conversions from various software systems

  • Past years compliance

Faster response time, plus more margin.

Access a team of highly experienced SMSF professionals without the capital expenditure to run an internal SMSF division.
Huge cost savings
  • Save up to 70% in costs without reducing quality.
  • No recruitment costs or staff training costs.
  • Access fixed price wholesale pricing for increased profit margins.
Experienced team on-demand
  • Our accountants are CA, CPA, ACCA + CIMA qualified.
  • Flex your team up and down to deal with peak periods.
  • All manner of experts under one roof – say ‘hello’ to your new brains trust.
Focus on your value adding
  • Improve response rate with our turnaround guarantee.
  • Access fixed price wholesale pricing for increased profit margins.
  • Get back your think time + focus on growth.

Global governance is our specialty.

We know this accounting space like the back of our hand.

Some common questions answered.

Our Accountants are well versed in SMSF Administration and are led by an onshore team who are well-known SMSF leaders with > 100 collective years specialising in SMSF Admin & Audit.

SMSFs have a whole new sector of law and compliance to deal with on top of the standard financial laws. It can be expensive and time consuming to train your own staff up to the standard required to competently administer SMSFs.

All our accountants are fully qualified. All accountants must go through eight weeks of induction training covering Australian SMSF requirements. New accountants train with the team and must complete ongoing two-hour weekly training for 40 out of 52 weeks a year.

We believe that quality is one of our key differentiators.

Firstly, we are qualified to ISO 9001 standards.

Secondly, our onshore team are SMSF experts – well known across Australia for their expertise, having represented some of the largest SMSF operators in the country.

Thirdly, all our staff are accountants and are trained to Australian standards.

Next, our document management system underpins the multi-check workflow.

Lastly, you are always the final quality check – you have the final say on submitting the files to your clients.

You maintain complete control of your client relationship. We are simply your wholesale solution. Our service is offered white-labelled under your brand, not ours. We liaise with your firm and remain utterly anonymous to your clients unless you arrange otherwise. All client information is then securely stored and backed up on a regular basis.

Offshoring does not replace people’s jobs in Australia – it just refocuses your local team on high-value, business-building, revenue-generating, relationship-driven, trusted-advisor work. We allow you to scale your business. Our team manage your back-office processing, while your onshore team work’s their magic.

Yes. Accario directly employs every team member. We do not use subcontractors.

In turn, we are contracted in a business-to-business relationships with you – you don’t need to manage multiple staff members – you just liaise with your onshore local Account Manager.

Outsourcing will free your time and cost in hiring and training extra staff. Most customers redeploy existing staff to high-value, relationship-drive, business-building, value-adding activities.

More skills + resources to ‘round off’ your team.

There are many advantages when you outsource to Accario, especially our deep dive specialist approach. Have you considered how our related services could add value to your service stack?
Accounting + Finance Services

Our accountants are CA, CPA and CIMA qualified.

View Services
Professional Admin Assistants

Action the 100’s of tasks you haven’t the time to fullfil.

View Services
CFO + Business Services

Leverage from analysis, forescasting, or financial strategy.

View Services

How soon will you onboard your team?