FOR GENERAL-PRACTICE ACCOUNTANTS
White-label SMSF compliance, run by specialists.
You don’t need to be the SMSF expert. We handle the technical work in the background. You stay in the relationship.
THE MODEL
We work in the background.
Most general-practice accountants don’t want SMSF clients on their books, but they don’t want to lose the broader relationship to a specialist either. The white-label model solves that. We handle the SMSF compliance work; you remain the client’s primary contact and the only firm they invoice.
The default mode is fully white-label. The client doesn’t see our involvement unless you choose to disclose it. Reports go out under your branding. Email correspondence routes through you.
The whole SMSF back-end disappears into my own service. The queries that come through are the sensible kind, not box-ticking.
Byron Raal, Partner, Altiora Advisory
SCOPE
Who handles what.
YOU HANDLE
- The client relationship
- Income tax for the trustees personally, the corporate trustee company (if any), and any related entities
- GST and BAS for related entities
- Broader strategy and advice
- Ad hoc accounting work
WE HANDLE
- SMSF financials
- SMSF tax return
- ATO correspondence on the fund
- Audit liaison
- Technical queries on the fund
- Compliance breach response (ACRs, ATO engagement, rectification; legal representation excluded)
ENGAGEMENT
Per-fund or panel.
Two structures are available. Per-fund is quoted individually and suits firms with a small number of SMSF clients. Panel is a fixed monthly arrangement for firms with 10+ funds. We’ll recommend the right structure during the discovery call.
TECHNOLOGY
BGL Simple Fund 360, with your access if you want it.
If your team wants visibility into the fund’s data, we can provide BGL access. If you’d prefer to receive periodic reports without accessing the platform directly, we’ll deliver those instead.
Branded outputs are available: annual reports under your firm’s logo, in your firm’s typography.
FEES
Agreed after the discovery call.
As with our adviser engagements, fees are agreed in writing after the discovery call.