An SMSF accountant who will never compete for your client.
We hold no financial services licence by choice. Your advice gets implemented on time, and the client stays yours.
- Chartered Accountants
- Registered tax agent
- Independent audit included
Your reputation rides on everyone you refer to
A slow or overreaching accountant costs you the client's confidence, not just the timeline.
- Your establishment sits for weeks and the advice stalls
- Your year-end figures arrive too late to plan around
- Your accountant goes quiet and the client calls you instead
- Your accountant starts offering advice of their own
- Your client hears a different story from each side
- You end up project-managing the compliance yourself
Advice belongs with the adviser. Our job is to make it work.
What you get from us
A hard boundary
No Australian financial services licence, no investment recommendations, no competing offer to your client. In writing, in the Partner Pack.
Fast establishments
Deed, corporate trustee and ATO registrations handled on your instruction, so the advice can be implemented without a queue.
Figures you can plan around
Simple Fund 360 with data feeds, so balances and contributions are current during the year instead of after it.
How a partnership starts
Book a 20-minute intro.
We cover what we do, what we never do, and how we work with your process.
Send one client as a trial.
One fund, one cycle, with the fee agreed in advance.
Judge us on the result.
If the work lands on time and your client stays yours, send the next one.
Looking for an SMSF accountant who stays in their lane?
Get the Partner Pack. It sets out what we do, what we never do, the turnaround times and the fees, so you can judge whether we fit your advice process.
Send us one client and judge us on the result.
A 20-minute call covers what we do, what we never do, and how we keep you in front of your client.