The Benefits of an SMSF Business Partnership

Posted by Rob McAskill | November, 8 2021

The Benefits of an SMSF Business Partnership

by | Nov 8, 2021 | Uncategorized

Have you considered establishing an SMSF business partnership with a self-managed super fund specialist? A strategic partnership will not only complement your services as a trusted advisor, your clients will appreciate receiving the latest expert information regarding their funds. At Cyber SMSF, our trusted support enables you to maximise your time with clients, enabling them to reach their financial goals.

Consolidating Financial Statements Efficiently

At Cyber SMSF, we understand that a client’s Statement of Advice can include a wide and varied range of financial portfolios. Whether your client’s Statement of Advice focuses on wealth management or retirement, their financial future heavily relies on your expert advice and recommendations. Changing financial situations may also require fast access to updated SMSF information.

Consolidating the required information for your client’s investments requires additional staff and resources. Your SMSF business partnership can provide real-time financial updates on these different financial portfolios, for clients with numerous assets within their self-managed super fund.

When insufficient resources create challenges for you to advise clients on their self-managed super fund properly, Cyber SMSF can help.

 Digital Solutions with Your SMSF Business Partnership

With 30 years’ combined industry experience, the Cyber SMSF team has expertise working with advisors. We can become the backbone to your self-managed super fund offering, providing administrative resources and specialised digital tools.

By utilising innovative technology with best-practice solutions, we provide efficient document services, capturing SMSF information in real-time, ready for you to supply to clients.

Our administrative support for advisers includes:

  •   Preparation and timely delivery of financial statements
  •   Convenient access to our document portal
  •   Dedicated support from a team of SMSF specialists

Partnering with Cyber SMSF gives you direct access to specialised knowledge for all your client’s self-managed super fund requirements.

Cyber SMSF – Your SMSF Business Partner

As your strategic business partner, we provide all the resources and staff required for compliance, so you can confidently offer your clients the best available support and service value for their SMSF.

Entrusting Cyber SMSF with your client’s self-managed super fund administration and document management allows you to continue to forge client relationships. As your SMSF business partner, we want to ensure that you achieve complete client satisfaction and gain their trust with efficient service delivery and ongoing expert advice.

We invite you to start up your SMSF business partnership with the team at Cyber SMSF.

To find out more about our specialised SMSF digital solutions, feel free to call us today on 07 5655 4410 to set up a discovery call or a Zoom meeting.

TESTIMONIALS

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

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