SMSF Services for Financial Advisers
Advisers can rely on our expert backend support to enhance their capacity and capabilities, ensuring their clients' SMSFs are managed with complete compliance and efficiency. Our team handles:
SMSF Establishment and Registration
Year-end Accounting and Tax return
Annual Independent SMSF Audit
Monthly processing of datafed accounts
Fund performance reports and dashboard
ASIC corporate compliance
Access to workflow platform
Ability to brand the services as Wilsons
Client manager access for service questions
How Do You Benefit from Outsourcing SMSF Services to Finogentrix?
By outsourcing your firm's SMSF administration services to us, you gain access to a dedicated pool of expert SMSF accountants. Our experienced administrators can onboard quickly and begin working on your funds within just one week.
We follow well-defined SOPs, and our team assists in implementing efficient processes and integrating industry best practices into your firm's workflow for smoother, more consistent operations.
Our team is highly proficient in leading SMSF software such as CLASS and BGL360, staying up to date with the latest features and enhancements. We easily adapt to whichever platform your firm prefers.
We deliver significant cost efficiencies through streamlined processes and tailored outsourcing and offshoring solutions. Our qualified accountants, experienced in Australian practices, can onboard quickly and begin working on your daily workflows and funds within just one week of the discovery call.