At We Love SMSF...
We Love Accountants!
SMSF Administration Services
Tax Lodgement
Choose how you want to manage your clients' tax returns. We can:
-
Act as the fund’s tax agent for direct lodgment.
-
Prepare returns for you to lodge.
Software Options
Opt for convenience with our BGL software license or integrate seamlessly with your existing software through our login access.
Comprehensive Investment Management
We manage all investment types, ensuring cost-effective solutions for straightforward funds. Contact us for our packages guide.
Every Option Includes...
Annual Compliance and Strategic Review
Our meticulous annual compliance ensures your SMSF adheres to regulatory requirements while our strategic review identifies opportunities to optimise benefits. We provide actionable insights to enhance your clients' SMSF performance.
Secure Online Portal
Utilise our state-of-the-art online portal to securely exchange sensitive documents and information. It's designed with robust security features to safeguard confidentiality and streamline communication between you and your clients.
Timely Financial Statements & Tax Returns
Expect nothing less than prompt and accurate preparation of financial statements and tax returns. Our efficient processes ensure compliance deadlines are met without compromising accuracy, giving you peace of mind.
Bank-level Data Security
Your data security is paramount. Our platform is ISO 27001 certified, adhering to global best practices for information security management. We employ bank-level security measures to safeguard your sensitive information, ensuring it remains protected against unauthorised access or breaches.
White-Labelling Options
Choose the branding strategy that best suits your firm:
-
Under Your Brand: Maintain your firm's identity while benefiting from our expert SMSF services seamlessly integrated into your offerings.
-
We Love SMSF Brand: Leverage the established reputation and credibility of "We Love SMSF" to enhance client trust and satisfaction, tailored to align with your firm's preferences and objectives.
At We Love SMSF, we go beyond standard SMSF administration. We offer peace of mind, efficiency, and expert support tailored to your SMSF needs. Discover how we can empower your SMSF journey with confidence and security.
What if you could make your SMSF service truly profitable, streamlined, and simple?
-
Don't get bogged down in compliance work when the real value is in the client relationship
-
Focus on getting more clients in the door
-
Forget being proficient in SMSF complexities
-
Receive incredible technical support from our Expert team
-
Get white-labelled SMSF services that appear exactly like your business and brand
-
For little to no extra work, dramatically increase your SMSF profitability
Discover how our pricing can help to make your firm more profitable.
Why Choose We Love SMSF for Your Advice Firm
Eco-Friendly Design
Unlimited Customer Service
All of your clients have access to our team of We Love SMSF Experts and the services we provide. By partnering with We Love SMSF, your clients receive unlimited support, knowledge, and guidance with their SMSF.
Approachabilty
We are based on the sunny Gold Coast in Queensland, so you can trust that the SMSF Expert will be contactable, approachable, and reliable for you and your clients.
Expertise
We have decades of experience in setting up and managing SMSFs. SMSFs are subject to complex regulations and legislative requirements that can be challenging to navigate. We have the in-depth knowledge and expertise in this area, ensuring compliance with the law. This means you can focus on doing what you do best.
Business Growth
Advanced Tech
Save time in your business by outsourcing with the specialised service of SMSF, increasing your profits and client base. Clients receive added value through specialised SMSF services, improving client satisfaction and retention. Partnering with We Love SMSF can vastly expand your business network and opportunities.