SMSF Case Study 1
Sydney Firm
Sydney based Financial Planning Firm outsources the preparation of their SMSF’s, and management of the audit process for 171 SMSF’s
AT A GLANCE
Outcomes
Reduced costs by 17.5% compared to their last outsourced provider
Average turn-around time of 6 days, an improvement of 40% from their prior provider
Engaged for Accounts; Tax and Audit Management
THE CLIENT
Our client has a team of 7 in Sydney’s CBD
THE SOLUTION
- 171 SMSF's under management
- Jobs allocated via our customised workflow portal
- Weekly workflow and priority planning meeting
- Audit prepared by a CountHQ Audit Panel member
SYSTEMS
- Custom workflow portal
- BGL / SimpleFund 360
- FYI Docs
- CountHQ's custom hyperlinked workpapers