FOR FINANCIAL ADVISERS
An SMSF compliance partner you can rely on.
You keep the advice. We handle the administration, tax and compliance. With clear AFSL boundaries.
THE MODEL
Advice and administration as separate disciplines.
You hold the AFSL or operate as an authorised representative. Your client trusts you with the strategy. We handle what sits underneath that: financials, tax, compliance, ATO and audit liaison. None of that intrudes on the advice relationship.
We don’t recommend SMSFs as a strategy. We don’t speak to your clients about advice matters. We don’t market other services to your clients. The relationship stays where it should.
They know the compliance side inside out. I can refer across without wondering who owns what.
Harrison Mathias, Manager, Partners Wealth Group
SCOPE BOUNDARIES
Where the line sits.
WHAT WE HANDLE
Six things we do for your SMSF clients.
01
Annual financials and tax return
02
ATO correspondence on the fund
03
Audit liaison
Independent external auditor.
04
Compliance breach response
Auditor contravention reports, ATO engagement, rectification plans (excludes legal representation).
05
Technical queries
Pensions, LRBAs, property, Division 296.
06
Trustee onboarding
For new SMSF clients.
COMMUNICATION
How we work with your practice.
A named Client Relationship Manager assigned to your practice, not per fund. Same person, every call. Direct line, direct email.
Same-day acknowledgement of all enquiries during business hours. Issue resolution to agreed timeframes, set during onboarding.
Branded reporting available. Annual reports for your end clients can carry your firm’s logo and styling, by request.
FEES
Quoted, not published.
For advisers and accountants, fees are agreed in writing on a per-engagement or panel basis. There’s no off-the-shelf rate card. We’ll provide a clear quote after the discovery call, based on your fund profile and the engagement structure.
Let’s talk about a partnership.
Become a referral partnerOr email clientsuccess@wesmsf.com.au directly.