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SMSF Services Guide

SMSF Services Guide

SMSF Services Guide

Self-Managed Superannuation Funds

Accountants & Financial Advisers

Services Outline

Case Studies

Price Lists

From the Directors

Drawing on over 20 years of experience in the Outsourcing and Offshoring Industry, we started CountHQ to offer something different, a hands-on managed service focusing on the Australian market only.
Our approach has resonated and after a short few years we have developed offshore teams for over 50 high performing firms across the country, including those in list of the Top 100 Accounting Firms published by the Australian Financial Review yearly.
In traditional outsourcing and offshoring models the risk in hiring, staff turnover and training is unfairly passed onto the Australian Firm. We don’t think this is right.
We believe in a relationship approach where we view the implementation and outcome of each project as a shared opportunity for success.
Our Management Structures and Support Networks ensure our team members grow and learn in a more supportive and natural environment and identify as part of CountHQ and the Australian Firm. This means the team is quicker to get billable work out the door and stay engaged and retained for longer.
These robust Management Structures have led us to be able to offer a flexible; consistent and best in market Ad-Hoc Self Managed Superannuation Fund solution to Accountants and Financial Planners.

In Focus: SMSF

Why a growing number of Accounting Firms and Financial Advisers are choosing CountHQ’s SMSF Solutions

Pricing

We’re clearer, fairer and ultimately cheaper than our competition

Trial Jobs

We insist on handling a Trial job or two for our new clients, to give a clear indication of workflow prior to engagement

Better Workpapers

Our hyperlinked workpapers (Financials; Tax Return and Source Docs) reduce review time. We’re also happy to use your existing workpapers if preferred

Quality Assurance and Faster Turn-around Time

We’ve invested heavily in our prepare / review procedures, and guarantee no technical knockbacks, or the fund is free. We also guarantee turn-around times as part of the SLA with our clients

Workflow Flexibility

We offer the option to use a customised workflow portal. But we’re also happy to fit in with your existing workflows (something our clients love, reducing admin double handling)

Pricing:SMSF

Why a growing number of Accounting Firms and Financial Advisers are choosing CountHQ’s SMSF Solutions

Pricing Schedule:

Our levels are primarily based on time-spent.
We offer clients with more than 40 funds a fixed fee per fund after reviewing the funds.
Annual Accounts, Financials & Tax
Simple+
$350
Simple
$395
Moderate
$460
Complex
$595

Optional Extras:

Audit (optional): Delivered by one of our panellists
$375
Actuarial Certificates
$110
ASIC Search
$20
Title Search
$50
BAS’
$75
Full-Resource Daily Support
POD
Tax Agent Services
POD
Note: Prices are GST Exclusive. We also offer support for Complex+ jobs, these are rare and will be priced on a custom basis with prior agreement from our client

The CountHQ Difference

Why our clients prefer CountHQ for their Outsourcing Projects and Offshore Staffing Solutions

We're Accountants, not Recruiters

We're interested in workflow, processes, and workpapers

Internal Management Structures

Our team are part of internal management structures, and part of an organisational culture

Efficient Onboarding (Speed)

We hire and train ahead of time, and give conclusive commencement dates

Solution Oriented

We're not recruiters. We implement solutions for our clients and share responsibility for the outcomes

Shared Responsibility

We partner with our clients at the process level, and ensure our clients spend less time training and onboarding

Scalability and Succession Planning

We onboard knowledge and processes at the Management level, reducing any hiring and turnover risks while improving scalability

Case Study 1

Sydney Accounting Firm
Sydney Accounting Firm outsources the administration; tax return & financials preparation; and management of the audit process for 185 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 is a two-partner firm, with a team of 9 in Sydney CBD

THE SOLUTION

  • 185 SMSF's under management
  • Jobs allocated in XPM to an 'smsfteam' user, with links to source documentation within the job
  • Weekly workflow and priority planning meeting
  • Audit prepared by a CountHQ Audit Panel member

SYSTEMS

  • Xero Practice Manager
  • BGL / SimpleFund 360
  • FYI Docs
  • CountHQ's custom hyperlinked workpapers

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 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)

Case Study 3

Adelaide Accounting Firm
Adelaide Accounting Firm outsources the annual administration; tax return and financial statement preparation for 61 SMSF’s

AT A GLANCE

Outcomes

Fixed pricing and open discussion means the firm's margin is fixed

2 years of continued, uninterrupted service

Outsourced 70% of their funds in 2022, moving to 100% in 2023

THE CLIENT

Our client is a well established, 5 partner firm in Adelaide.

THE SOLUTION

  • 61 SMSF's under management
  • CountHQ adheres to a 8 day turnaround time
  • Source documentation shared via link to client permanent info folder
  • Client relies on our 1st stage query process to identify missing source documentation, reducing the burden on their internal admin team and reducing client bottlenecks

SYSTEMS

  • BGL
  • MYOB AE
  • CountHQ's custom hyperlinked workpapers
  • SharePoint