Are your clients’ SMSF compliant?

Stay up to date with accurate advice you can trust!

As a client of SmartChoice, you will have access to our tax and administration expertise as well as quarterly or monthly reporting so you can develop strategies that benefit your clients.

As an Advisor, you can rely on SmartChoice SMSF Administrator’s tax and administration experience and expertise, to provide you with timely and accurate information, to ensure you have all the information you need to keep your clients’ funds working in the most optimal way.

Tax

We can handle everything – from all the paperwork in relation to operational administrative matters through to expert advice on tax issues regarding contributions and the tax treatment of superannuation benefits.  Put simply, we ensure your SMSF is managed proactively and works in the best possible way for you.

due diligence management rights
due diligence management rights

Fund Administration

With direct data feeds we are able to manage your fund in a dynamic nature so that we can provide reviews, feedback and advice that will help you make the right decisions every time there is an event in your life that affects your super. By SmartChoice managing your super with fixed fees, managing your SMSF will not have any surprises. We keep it simple for you to focus on investments and strategies, while we take care of your compliance.

Audits

SmartChoice works closely with SMSF Auditors to give you access to proven technical expertise, combined with an approachable and personal style.

due diligence management rights
due diligence management rights

Trust Deeds & Document Preparation 

At SmartChoice SMSF Administration, we know how critical it is to get the details right. Careful SMSF document preparation is an important component in the SMSF compliance process.  We relieve the worry of potentially serious compliance issues by providing an unambiguous, precise and compliant record of the trustee’s decisions.

Contact us today to discover the benefits of SmartChoice’s quality and complete SMSF service offering for financial advisors.