services
We can assist you with the establishment and ongoing management of your clients’ SMSF’s and implement the most appropriate administration service to suit their specific objectives and goals.
Our SMSF Administration transfer service allows you to transition existing clients SMSF’s from other administrators. Not only does this allow you to gain greater control of your clients SMSF’s it will also save your clients money by giving them greater capacity to engage with you and the valuable advisory services that you provide.
Synchronising low-cost SMSF administration services with your client advice proposition allows you to give the right advice, at the right time, at the right price. We can also assist you with technical support to help you help your clients understand the benefits, obligations and responsibilities of this type of structure.
Shape Super are SMSF administration specialists, who work with you and your clients to achieve effective and efficient compliance with their funds.
Why partner with us?
Shape Super have extensive experience in administering SMSF’s and offer fantastic value for money.
There is a lot to like about being freed up from the worry of not being able to deliver on time. Design and tailor your SMSF services with Shape Super.
Services
- Delivered onshore and locally within Australia.
- Flexible and synchronised to your Client Value Proposition.
- Your choice of Digital, Annual, Quarterly or Ongoing administration.
- We provide services via a tailored, turn-key solution that can be branded to your practice.
- All fund records can be co-badged with your logo.
- No minimum number of jobs.
