Complete Super Solutions has developed a complimentary SMSF administration service, using proprietary software and onshore accountancy talent, which provides a seamless outsourced solution for advisory practices.
We have created a modular and flexible, white labelled, service ideal for advisory firms, which can be tailored to the practice needs or utilised to accommodate the requirements of any external referral relationships. Many financial planners access SMSF clients via accountancy practices, who in turn are wary of outsourced solutions as they feel it crosses into their area of value and expertise.
It is now possible to work with an accountancy firm, and enhance the value you provide to them, by outsourcing the annual administration and portfolio reconciliation and reporting to us. Complete Super Solutions will then provide a pre-allocated, referenced and quality checked copy of all tax related documentation, for onward transmission to your professional relationships. This can be provided to you for your referral partner, at the end of each financial year, saving them time, and money, compared to managing the traditional ‘shoe-box’ relationship with their clients every year.
Alternately our solution can encompass the complete end to end services required to administer, lodge and audit a SMSF should you manage the full client relationship.
Our solution offers one of the most flexible approaches to SMSF administration in the market and can adapt to your business needs and structures.