Administration Providers

DBA Advisory

Class is used in both our SMSF and Paraplanning divisions. It enables us to provide real time back end outsourcing solutions. DBA Advisory are increasingly carving out the Portfolio piece from platforms eg XPLAN and using Class as the single Source of Truth.

For multi-disciplinary firms that have built their business around SMSFs, DBA Advisory have developed support services around tax and accounting, IT, administration, Paraplanning, SMSF Audit and Administration.

Their Real time services deployed through Class Super mean piece of mind as compliance risk is reduced thereby allowing their partners to focus on value-add services for their clients.

 

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Heffron

Heffron is Australia’s Premium Comprehensive SMSF administration provider. Heffron’s have invested heavily in attracting, developing and retaining their key people and they provide clients with a fund administration service that encapsulates Accuracy, Timeliness, Expertise, Efficiency and Access to key staff.

Heffron’s are not a wholesale provider of services but rather are best placed to work with a client who values these types of attributes and is seeking a partnership with a premium comprehensive SMSF service provider. You can rely on Heffron’s breadth of experience and expertise to provide you with a premium comprehensive SMSF solution every time.

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BMR Tax Advisory

BMR Tax Advisory is a specialist SMSF Administration services provider located in the Sydney CBD. BMR assists financial advisors, investment professionals and accountancy firms with the ongoing administration of their client’s SMSFs.

BMR considers themselves as an extension to your firm and treat you as the client. Through the services that BMR can offer your firm, you can continue to work with your clients, while being assured that the administration is completed and technical assistance is available as required.

As well as administration of SMSFs, BMR also offers a fully integrated legal document solution for SMSFs to assist with the setup of new SMSFs and the ongoing document needs of existing funds.

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Superannuation Accounting Services

Superannuation Accounting Services is a specialist SMSF administrator who accept engagement from financial planning firms, dealer groups, accounting & advisory firms and direct clients.

They provide a full end to end administration services for SMSF, including ongoing tax & compliance advice and services.

Superannuation Accounting Services believe in delivering value for their clients, and as such have a competitive and transparent fee schedule as well as working on fixed fee engagements.

 

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MyWorkpapers year end administration

MyWorkpapers’ integration with Class Super greatly improves the efficiency of preparing the fund for audit and financial reporting. This cloud-based application incorporates the most complete integration with Class Super enabling automatic population of engagement files; import fund information, trial balance data and Class reports. Package up the complete file with all supporting documents to enable the auditor to perform efficient audits. Reduce back and forth between trustees, auditors and your team to seamlessly process SMSF files.

Leverage the most mature and complete cloud audit programs, checklists and workflows for your SMSF audits, fund administration and other specialised audit and review work.

Intello

Intello (Formerly Superfund Wholesale) is a specialist SMSF group providing a true wholesale administration service to advisors, not simply a white label offering. All work is performed in Australia to the highest standards. Intello links all the key components of Deed Provider, Administrator, Auditor and Class Super with the adviser’s back office.

Importantly, all client contact remains with the key adviser plus the adviser benefits from the scale, efficiency and resources that Intello offers. Intello is a genuine wholesale service designed by SMSF advisers for those Planners, Accountants and Dealer Groups wanting to streamline the provision of scalable SMSF advice to their clients.

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SMSF Alliance

SMSF Alliance are a full service SMSF strategic administration and compliance service for advisers. They use the term strategic as there are numerous strategies that will fail for want of appropriate administration. Their alliance partners have access to a unique range of calculators and free tools including a comprehensive investment strategy builder. The monitoring of all pension and contribution data is available at a glance. E-signature technology saves our users time and expense. SMSF Alliance do not provide investment advice or utilise off shore processing. Their on time tax lodgment rate is close to 100% and their fees are highly competitive.

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Frontier

Whether you need money to fund your children’s education, take a career break, or achieve something that gives you a better lifestyle, Frontier Financial Group can build a wealth-creation strategy that enables you to meet your day-to-day living expenses, manage your debt and is tax effective, so you can achieve your goals. And because you want to be sure that the investment advice you receive is up-to-date, accurate and specifically tailored to your benefit Frontier believe in investing in continuing education to compliment their many years of practical experience.

Frontier Financial Group is located in Melbourne CBD, VIC.

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SuperGuardian

SuperGuardian is a Chartered Accounting firm and one of Australia’s largest fully independent SMSF Administrators.

SuperGuardian holds a limited AFSL, and can partner with firms to provide a full retail SMSF service, a white labelled offering or an annual wholesale service. Their commitment to innovation, technology and our team, guarantees their clients an SMSF experience second to none. With over 14 years’ experience and an impeccable reputation, SuperGuardian is flexible, and will bundle or unbundle their suite of services to meet your needs.

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AGS Financial Group

AGS Financial Group is a privately owned and managed financial services business built on personalised customer service and professional strategic advice to help people reach their financial goals. AGS has grown to become a team of over 100 professionals, dedicated to serving the needs of businesses, employers and individual clients.

Our specialized SMSF team can take any role in the SMSF process – from behind the scenes administration & compliance, investment portfolio construction and management, through to comprehensive strategic financial advice and guidance to clients.

We’ll continue to work with you to ensure your Self-Managed Fund remains a Well-Managed Fund, and your super outcomes are maximised.

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Super Records

Super Records is a full service SMSF administration and compliance service for accountants, advisers & administrators through its unique platform.

At Super Records, we believe outsourcing should be as quick & easy as plugging in an extension. Our service model is built on the pillars of flexibility, reliability & accountability. Our commitment to innovation, technology and our team, guarantees their clients can outsource SMSF compliance work seamlessly.

With over 15 years’ experience and with highest standard of services, Super Records is flexible, and it empowers you to scale up, scale down instantly to meet your needs.

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Super Know How

Super Know How are not only experts in the SMSF Industry, they have been intimately involved with the development of the Class Super software since its earliest stages. As such, they are uniquely able to best utilise the power of the Class Super system to assist them in providing a timely and accurate administration to your SMSFs. Super Know How’s administration services are wholly operated from Sydney and are used by Accountants, Administrators, Advisers and Trustees throughout Australia. Their competitive offering is tailored to business requirements, including setting up of new funds, daily processing of transactions, once a year processing, preparing accounts and lodging tax returns, and all while you maintain the communication with your client.

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Power Tynan

Power Tynan offers a specialist service area dedicated solely to self managed superannuation. They offer an end-to-end service from initial advice, regular compliance and administration through to audit, ensuring they provide our clients with a holistic service. They also offer SMSF administration and technical support to other advisers or accountants, assisting them to provide their clients with accurate, up to date information.

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Super Centric

Super Centric is an independent Sydney based SMSF and Portfolio Administration business with over 25 years of combined experience in SMSF compliance. They support financial planning firms, dealer groups, accounting and investment advisory firms.

Super Centric are a full service provider that aims to partner with the firms they work with to ensure their clients are given comprehensive and timely support and technical assistance. Their cost effective solutions focus on innovative technology, accuracy and customer service. Super Centric takes a proactive and practical approach with their service offering to ensure client satisfaction.

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Super Admin Professionals

Super Admin Professionals is a provider of end-to-end administration, consulting and technical support services for advisors active in the self-managed superannuation fund space or those advisers and dealer groups wanting to enter this dynamic sector for the first time. Super Admin Professionals are one of the few groups focussed on helping independent advisers to set up and run profitable, value adding SMSF businesses from inception. This is achieved through best practice consulting and administration services with a focus on helping advisers achieve immediate profitability and rapidly building their credibility in the market. A founding principle of the business is commitment to building real partnerships with their clients and achieving a tangible transfer of skills through training and mentoring programs tailored to their clients business needs.

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Carisma Solutions

Carisma Solutions is a Knowledge Process Outsourcing (KPO) co, with its operations facility in India and Melbourne, Australia. We celebrate more than a decade of relentless service to accounting from 2006 to 2018. With a distinguished accounting pedigree, Carisma Solutions operates with the depth of an institutional player and yet is nimble as a startup.

For more than 12+ years, Carisma has delivered comprehensive 360 degree accounting services as an extended team of our clients in the countries of Australia & New Zealand. Our 360° services including Business Services, SMSF, Bookkeeping. Virtual CFO, Financial Planning, Portfolio Management, Firm’s Internal Accounting are delivered by a team of world-class accounting professionals and a variety of software with passion to delight clients.

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Aquila Super

More than just a Self Managed Super Fund service provider, Aquila Super is a trusted advisor in the field. They’re an independently-owned, boutique accounting practice entirely based within Australia, dedicated to providing specialist SMSF administration, technical support and value added services for financial planning firms and small accounting practices. With 15 years experience and specialist auditor qualifications from the SMSF Professionals Association of Australia (SPAA) under their collective belts, Aquila Super’s award-winning team of Chartered Accountants and CPAs has seen it all – and along the way they’ve built a solid reputation for exceptional service and an absolute comprehension of the ever-changing regulatory environment.

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First Class Super

First Class Super are independently owned SMSF and Portfolio Administration specialists, with experience going back more than 30 years. They work closely with accountants and financial planners and depending on needs, provide daily, monthly, quarterly or annual processing for SMSF and/or Investment clients who are seeking a better and more relevant, up to date experience, using state of the art software.

First Class Super aims to provide peace of mind and to free up your time to provide better advice to clients. They take care of the data feeds, cash processing, corporate actions and reconciliations as well as tax compliance and audit (via independent audit specialists).

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PKF Sydney and Newcastle

If you are a decision maker in business looking for the right advice, PKF Australia are national, award winning mid tier accounting and business advisory firms, tailoring their service and solutions to your specific needs.

PKF Australia firms are members of the PKF International Limited (PKFI) network of legally independent firms. With offices in 440 cities and operating in 150 countries, PKFI is the 12th largest global accountancy network.

Globally, PKFI member firms have around 2,270 partners and nearly 22,000 staff.

In Australia, PKF offers clients the expertise of more than 70 Partners and 555 staff, across audit, taxation and specialist advisory services.

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Supervision SMSF

Supervision Group provides an SMSF service that makes SMSF easy for Trustees, Financial planners, Stockbrokers & Accountants. One of few companies to embrace daily reconciliation to keep your SMSF up to date and compliant with regulatory obligations. Supervision has taken the hard work out of establishing & maintaining your SMSF, by connecting best of breed online solutions together removing time wasting accounts and inefficient documentation processes. Supervision can provide up to date information on your SMSF on an ongoing basis so that you can make the best decisions for your SMSF.

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