Phone Number (07) 5655 4410
Contact Email admin@cybersmsf.com.au

Simplify SMSF Compliance for Your Clients

Posted by Rob McAskill | October, 26 2021

Helping our clients achieve genuine benefits from their self-managed super funds can reap healthy rewards. However, SMSF compliance, including the process of collecting and preparing raw data into financial statements, is a necessary evil which often becomes an administrative burden, requiring substantial resources and staffing.

Research Shows What SMSF Clients Want
When it comes to their funds, clients are looking for strong engagement from their trusted advisor. They want to hear from their accountants more often.

As part of the resources and information they provide on growing your practice, CPA Australia emphasises the importance of proactive communication and anticipating the needs of existing clients. Focusing on solving a client’s specific problems leads to adding value to your service.

Strict SMSF regulations can stop accountants from offering a more comprehensive range of services to their client base. As you would be aware, collecting raw data and keeping up with SMSF compliance for your clients is vitally important. It can, however, leave little opportunity to focus on client support, and your clients want help with reaching their financial goals.

What accountants need is a way to address compliance AND free up their time to communicate with clients. That’s where Cyber SMSF comes in.

Cyber SMSF: Taking the Burden out of SMSF Compliance
We understand the importance of keeping your clients updated on their self-managed super fund. As a strategic partner, we want to help release you from the heavy load of compliance work, so you can spend more time on other aspects of your client’s accounting requirements.

Through utilising innovative technology, we can assist with all your SMSF administrative needs, including preparing financial statements, secure document storage and the support of a knowledgeable, experienced and dedicated SMSF team.

We also help businesses by offering the following services:

• End-to-end management and administration of SMSF compliance
• Document preparation and presentation for audit
• Complete audit stage and return a finalised package with the fixed bill to clients

All our services are based on a fixed fee, so there is no confusion or surprises – and definitely no hidden costs.

Put the Focus Back On Your Clients
Our goal is to free your resources from collecting and preparing data and documents for SMSF compliance, leaving you with minimal time to focus on your valued clients.

With a combined 30 years’ industry experience, Cyber SMSF has the resources and staffing to ensure you meet compliance requirements for your clients in a timely and effective manner. Our support and expertise is the solution to add additional value to your services, enabling you to continue to grow your business.

Find out more about how Cyber SMSF can help free up your resources from the heavy workload of SMSF compliance work. We invite you to contact us on 07 5655 4410 to set up a discovery call or a Zoom meeting.

TESTIMONIALS

We are an accounting firm operating in Fremantle WA
Our first engagement with Cyber SMSF was when we decided to use Class software for our SMSF super fund clients, we engaged Rob to facilitate the initial transfer of our Funds to Class.
Rob was instrumental is this process and assisted in ensuring our Funds completed and lodged the required authority forms and ensured the feeds were active, we could not have achieved this so efficiently without his help and guidance.
Subsequently, we have engaged Cyber SMSF’s services to provide ongoing administration support and to process the year end data and reporting for our Funds.
Being a small firm, we are able to use our time more effectively whilst being assured our Funds are being completed in a timely manner and with the assurance that our super fund auditors will be able to complete their function with the minimum of fuss.
What we appreciate with Rob is that we have an experienced accountant with SMSF knowledge, which provides us with someone to discuss and resolve complex issues with our Funds.
Rob is very approachable and pleasant to deal with.  He is very professional and for a small firm like ours, this has great time and cost saving advantages.
We have no hesitation in recommending the services provided by CYBER SMSF,

- Mary
TURCO & CO PTY LTD

Our firm engaged Rob to assist with the move to the Class SMSF platform. Robs knowledge and expertise made a significant contribution to ensuring a smooth transition. We’ve had a very positive and productive experience with Rob, and I have no hesitation recommending his services.

- Hamish
Director, Global Destiny

We just wanted to let you know how much we have appreciated your Class training sessions.
You clearly have a detailed knowledge of the software and superannuation law, and are able to explain each step of the process of completing a fund clearly and concisely.
Knowing the most efficient way to process a fund in Class has built good habits into all of us from the start. Considering the myriad of investments our clients have, the process is the key to our efficiency – you have demonstrated step by step the processes that we need to follow.
Thank you again for all of your assistance, and we look forward to working with you again in the new year.

- Michelle
Director, Chelle Corporation Pty Ltd