SMSF Compliance Services by APT

SMSF Compliance Services by APT

SMSF Compliance Services by APT

For those in the finance industry, you will be more than aware of the constantly changing SMSF landscape.

SMSFs are becoming increasingly onerous for accountants to maintain. In fact, many accounting firms run at a loss after factoring time to manage superannuation. Our SMSF Outsource Solutions provides a truly high quality yet cost-effective service to firms who would like to outsource their SMSF accounts preparation. Our SMSF service includes preparation of financial statements, preparing the minutes, deduction notices, applying for actuary certificates etc. Our deliverables are of superior quality and is directly given to the SMSF auditor appointed by you.

Before you outsource your SMSF, it is important to do your research about the company you are looking to partner with.

At APT we have done the hard work for you and have addresses some common questions we get asked by firms looking to outsource SMSF services.

Will my data be secure?

We sign strict non-disclosure agreement with the client and a non-disclosure bond with our staff. We know that this is pivotal in reducing outsourcing risks. We have firewalls/VPN (Virtual Private Network) for inbound and outbound security. We have ‘anti-virus’ software implemented at both server and client level. All our systems and e-mails are password protected. Our cabinets are fire-proof and we use an offsite storage facility to store documents.

What qualifications and skill set do your employees hold?

Our minimum qualification requirement for recruitment is a Bachelors degree. All our employees are college graduates.

For more skilled projects like SMSF work papers our staff would consist of

  • Chartered Accountants
  • CPAs (US and Australia)
  • ACCA (UK)
  • Masters Degrees in Business Administration, Accounting, Finance
  • Other specialised accreditations
  • We have staff that has work experience from Australia, US, and UK.
What software will my outsource team have?

We can adapt to any software used by your firm. At APT, we have SMSF software experience in:

  • BGL Simple Fund
  • Class Super
  • APS Desktop Super
What SMSF compliance services does APT include?

Our annual SMSF compliance services include:

  • Preparation of Annual Financials & Tax Returns
  • Preparation of Fully Referenced Electronic Workpapers ready for Audit
  • Preparation of Trustee Resolutions, Minutes & Other SMSF Compliance Documents
  • Procuring Actuarial Certificates
  • Preparation & Electronic Lodgement of quarterly BAS/IAS returns

In the current financial services landscape, businesses need to be adaptable to the ever-changing legislation and regulation.

At APT, our contract extends further than just offering offshore staff. For around the same price as outsourcing firms, we also offer process design, improvements to technology, building new technology and evaluating which workflows can benefit by moving roles offshore.

We only hire staff to work for your business, that have degrees and experience in the financial services industry.

how can we help you?

We help you take repetitive, time-consuming tasks off your plate