Are you struggling with a setting up the accounts in complex SMSF software?Is manual data entry compromising your efficiency and compliance?Worried that incomplete configuration might impact your client’s superfund reporting?

Simplify Your SMSF Software Set-up

Make your client onboarding journey effortless with our end-to-end SMSF configuration service. Be it BGL360 or ClassSuper, we take care of entering all the key fund details like ABN, TFN, addresses, setting-up trustee and member accounts, to loading opening balances and capturing prior year investment parcels from scratch. In a way, we take care of everything that is needed to ensure that your data file is ready for further processing—giving you peace of mind right from day one.

Supplementary Services Tailored for You

Results You Can Count On

Accurate, compliant SMSF configurations—expertly set up in your preferred SMSF accounting software to streamline further processing, reduce future adjustment entries and build trustee confidence.

Accuracy & Compliance

Our detailed oriented data entry and system configuration process ensure that every required detail is captured precisely, delivering a superfund configuration that is ready for further processing.

Operational Efficiency

By outsourcing your SMSF software set-up process, you reduce manual effort and accelerate the implementation process—freeing your internal resources to focus on providing strategic SMSF advisory services.

Enhanced Trustee Confidence

Using industry standard SMFS accounting softwares such as ClassSuper, BGL360 and Mclowd guarantees a strong base for processing accounts for the future years and instils confidence among the SMSF auditors and trustees ensuring that the superfund meets all regulatory the ATO requirements.

Partner with Us for a Fully Configured Superfund

Partner with us to make sure that your client’s superfund is set-up in your preferred SMSF accounting software with all the necessary information as required by ATO regulations.

This service is an integral part of the comprehensive SMSF solutions we offer. Enable your practice to deliver audit-ready and accurate reports, so your team can focus precisely on strategic SMSF advisory and client engagement!