Services · For firms
SMSF outsourcing
Year-end and year-round SMSF accounts for accounting and financial planning firms. Prepared by our team, returned to you to review, sign and invoice.
Is this for you?
- You're an accounting or financial planning firm
- Your funds are in BGL Simple Fund, BGL360 or Class Super
- You want one fixed fee per fund
Who it's for
Accounting and financial planning firms of any size. You keep the client relationship and sign off the work; we do the preparation.
What we do
Packages that fit how you already work
Choose year-end work on desktop software, or have us keep your clients' funds up to date in the cloud through the year.
| Package | What it covers |
|---|---|
| Year-end, desktop | The year's accounts in BGL Simple Fund, with the updated backup file returned to you. |
| Year-end, cloud | The year's accounts in BGL360 or Class Super. |
| Year-round, cloud | Transactions kept up to date through the year, so year-end is quick. |
What you receive
Ready for you to review and sign
- A complete set of final reports
- The SMSF annual return, in draft
- Fully referenced workpapers, each balance traced to its source
- The updated backup file, for funds in BGL Simple Fund desktop
We can also
- Lodge the return under your tax agent number, if you don't have lodgement software, or under ours, 24702003 (check the TPB register), if you are not a registered tax agent
- Arrange actuarial certificates
What we need from you
The year's records, in one go
Bank statements, investment and property records, contribution and pension details, last year's signed accounts and anything new that happened in the fund during the year. Complete records are the quickest way to a finished fund.
How it works
From first enquiry to signed accounts
Tell us your volume
Funds, software and deadlines.
Agree the fee
Fixed per fund, in writing.
Upload the records
Through the client portal.
We ask, you answer
Anything missing comes to you, never to your client.
Review and sign
Under your firm's name.
Your clients stay yours
We work behind your firm, never in front of it
You keep control
Paperwork and reports come to you, to sign and invoice. We don't contact your clients.
Confidential
Your client list stays private to us and is never shared. How we protect records
Fixed and all-inclusive
One fee per fund, whatever its size. No hidden costs.
Software
Using something else? Ask us.
Fees
A fixed fee per fund, whatever the fund's size, agreed in writing before we start. We quote once we know your volume and software. Fees are before GST.
Questions
Questions about SMSF outsourcing
Does the fee change with the fund's size?
No. It is fixed per fund, whatever the fund's size.
Who prepares the accounts?
Our team of accountants. Each fund comes back to you to review and sign.
How soon do funds come back?
Most funds are finished within a week of us receiving complete records.
Who audits the funds you prepare?
The SMSF auditor your firm works with. SMSF Audits Pty Ltd, the separate audit firm, never audits a fund we prepared.
See a sample
Judge the work before you send yours
Ask for a quote
Send us your SMSF work. We'll quote a fixed fee per fund.
- We replyBy email or phone within one working day.
- We agree the workFee, software and timing, in writing.
- You send the first jobThrough the client portal.
- 1300 707 325Monday to Friday, 9 am to 5 pm Queensland time
- [email protected]
Ask for a quote
It takes about two minutes. Every field is needed unless it says optional.
Looking for a job with us? Please see our Careers page; we can't consider applications sent through this form.
Dhan Services Pty Ltd, trading as Dhan Accountants, uses these details only to answer your enquiry and, if you go ahead, to set up your work. We don't add you to a mailing list. Our privacy policy explains how to see or correct them, and how to complain.