SERVICES OVERVIEW
Seamless SMSF is an AUDIT business. When Accounting and Financial Planning firms engage with us, they are engaging us for Audits. The UNIQUENESS about Seamless is how we make back office labour support via contractors Available to our clients through our Purpose-Built Workflow Platform.
This system allows you to select other services where you need labour support to complete your functions as an Accounting Firm or Tax Agent.
If you are the tax agent, you communicate all instructions, review all queries and advise of your final review through the portal. You maintain complete control of the outputs you require at all times.
Why waste precious time and money setting up your own back office when you can tap into a solution that you control with complete visibility of workflow!
We recognise the needs of Accountants and Financial Planners and know they can vary from firm to firm. Simply put, we have a focus of supporting the Accounting and Financial Planning industry by making labour available to them with the view to creating capacity within their local teams to consult and add value to their clients.
Our Workflow Portal allows for this to happen.
We provide a cost-effective resource to complete all your SMSF compliance needs. The process to transition to our solution is simple and stress free.
PACKAGES
All SMSFs require an annual independent audit. Simply upload your work-papers on to our secure job tracking portal, and we’ll have the audit completed within our guaranteed turnaround times, which is 5 business days! Plus – we complete a memo on every fund to identify opportunities for the SMSF trustees, which can convert to consulting revenue for the Advisor.
This is a popular solution, in particular for Accounting Practices whose SMSF Divisions are growing, or have a focus on moving their team away from manual processing to a higher level directional role to Financial Statement preparation. The end product with this service is a comprehensive set of electronic work-papers, fully referenced to source documents and draft tax returns EXACTLY as you instruct. The accounts are prepared in the Accountant/Advisors own software, which can include Class Super, SuperMate, BGL 360.
For Accountants and Advisors who need up to date information so as to monitor the progress of investment portfolios, pension payment, contribution limits and have committed to regular ongoing meetings with clients, this option provides the perfect solution. You are in control of how data is processed at all times ensuring the Interim Financial Statements that you prepare for your clients are accurate and as you require them. Also great for TBAR reporting funds and SMSF’s that need to lodge a BAS.
Seamless SMSF will act as Tax agent for your funds. We will take care of all administration, lodgement and ATO payment requirements. We will then engage in an independent third-party auditor to complete your audits.
Seamless SMSF will act as ASIC Agent, and facilitate ASIC Payments & Mail House for ASIC related documents relating to Special Purpose Trustees, and Non-Special Purpose Trustees.
Are you chasing the ability to unlock your SMSF Potential?
The Seamless SMSF Academy is your tailored journey to success. Empower your Firm’s SMSF Expertise with SMSF Specific Training that the whole team can access for a small subscription fee.
If you’re a client you can access it FOR FREE!
Click the button below and join the Seamless SMSF Academy Today!