SMSF Outsourcing Services with Compliance and Data Security
Outsource SMSF administration with higher security standards, stronger compliance procedures and Australian technical oversight.
Your data is protected with 256-bit encryption within our secure Felcorp Portal.
Every fund is prepared in line with APES320 and APES GN 30 compliance expectations.
We ensure strict adherence to Australian Privacy Principles data security standards.
Discover our outsourced SMSF admin service models
Elevate SMSF — your everyday service
How it works:
Simple and straight forward piece-meal SMSF admin outsourcing. Allocate us the job, we'll prepare all the tax and financials for you.
What's included:
- Daily/weekly processing in BGL/Class with bank/data feeds and reconciliations
- Workpapers, member statements, contribution/pension checks, TBAR lodgements
- BAS/IAS (where applicable), year-end financials & SMSF Annual Return
- Audit-pack preparation and auditor liaison, variance notes and issue logs
- Query handling and escalation for complex scenarios
Best for: Single or two-member funds with simple asset mixes (listed securities, managed funds, term deposits) and straightforward super contributions and pension withdrawals.
Summit SMSF — your technical service
How it works:
We'll give you everything in Elevate SMSF service and add a layer of Australian-based specialist and technical review to provide guidance on complex queries.
Everything in Elevate service plus
- Specialist Australian-based SMSF accountant to provide guidance, resources and technical support to finalise the fund.
- Specialist to undertake final technical review
- Provide a written job review summary report detailing complex query handling and preparation method.
Best for: Complex structure funds, funds undergoing wind-up, divorce, separation, estate matters as well as complex/disorganised cryptocurrency holdings.
Full-Time SMSF — your high volume service
A dedicated full time SMSF accountant embedded in your practice to deliver end-to-end SMSF administration support.
Includes:
- All fund tax, financials and administration.
- Full time, 9 hours a day dediacted to you
- Management supervision through Felcorp
- Workflow analytics and KPI target tracking
Best for: Firms that need full time resourcing. Typically, a full time SMSF accountant can handle 2-4 SMSFs per week depending upon complexity and query reply speed.
We're across all software
We work seamlessly across all major SMSF software, bringing the experience needed to match your systems and deliver accurate, timely fund processing.
Class
SuperMate
BGL
HandiSoft
How our SMSF outsourcing service works
Getting started with Felcorp is simple with our 4 step set up process.
We’ll prepare the fund tax, financial statements and any other compliance reports.
We'll identify any outstanding information, anomalies or discrepancies that need to be sorted out.
Once we receive your responses, we’ll update the work papers and financials accordingly.
We ensure that the query adjustments are properly reflected in the tax and financials.
We check the workpaper ensuring that linking and cross-referencing is in place.
Review conducted by Australian SMSF specialist accountant with written summary report
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"Felcorp gave me 25% extra capacity in my practice that enabled me to offer more consulting and advisory work to my larger clients."
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“Felcorp had everything ready to go. The staff were trained and producing work from day 1. Life is easier knowing that there is a fully experienced team behind me."
