SMSF Case Study 2
Brisbane Financial Advisors
Brisbane based Financial Advisers
outsource the accounts; administration
and tax return preparation of 365 SMSF’s
AT A GLANCE
Outcomes
Our client achieved cost reductions of over 45% when compared to internal production
Due to their reporting offering, our client engages us to complete monthly reconciliations
Consistently adding funds as the Advisory Practice grows
THE CLIENT
Our client is a member firm of a
National Group, with operations across the country
THE SOLUTION
- 365 SMSF's under management
- Jobs uploaded in our custom portal, with a link to source documentation
- Month-end reconciliations and report preparation for all clients
- We assist in sending finalised jobs to their engaged auditor
SYSTEMS
- Custom Portal
- Class Super
- CountHQ's custom hyperlinked workpapers (annually prepared)