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.
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