On Demand SMSF Admin Outsourcing Services

Pay-as-you-go, professional tax preparation outsourcing services for accountants for Self Managed Super Fund (SMSF) processing

Send your first SMSF job request in less than 24 hours

Urgent turnaround times available

Pay per job easy billing

Book a call

WHAT WE OFFER

Pay-as-you-go SMSF Admin Outsourcing Services‍

Professional Tax Preparation Services

Preparation of Self Managed Super Fund (SMSF) of tax return, financials and administration.

100% of Jobs Manager Reviewed

All deliverables reviewed by quality assurance management team ensuring correct tax application.

Fixed Turnaround Times

All job requests adhere to client-set turnaround deadlines.

Philippines and India Business process outsourcing

OFFSHORE BPO

Professional Offshore BPO Provider

Australian SMSF Specialist

Our On Demand Service is best suited to accounting firms that have overflow work or emergency resourcing needs to cover shortfalls. With quick turnarounds and adequate capacity, we are a solid solution for SMSF preparation needs.

BPO Details:

BPO operation in India

Fully qualified and industry experienced accounting staff

All BPO staff are full time employees of Felcorp

PRICING

Pricing based on job category and complexity

Simple SMSFs

Investment only funds

$350

AUD per SMSF*

Key details

3 - 5 hours hours preparation time

1 - 2 day turnaround time

Intermediate Jobs

Pensions and single property funds

$500

AUD per job*

Key details

6 - 10 hours preparation time

2-3 day turnaround time

Complex Jobs

Crypto, trust, multiple properties or event

$800

AUD per job*

Key details

10 - 20 hours preparation time

3-4 day turnaround time

Responding to Queries

Please ensure you respond to our queries within 2 weeks

All jobs are automatically closed after 2 weeks of non-activity by you. For work in progress (WIP) jobs that are not complete but prepared to query stage by Felcorp, we will charge out a WIP job invoice of 80% of the total agreed job cost.

On Demand Accounting Query Policy

* All prices in AUD. Includes all taxes. Please see our How Our Billing Works page for specific billing details.

PREPAID CREDIT

Initial Prepaid Credit Deposit

One-Off Initial Prepayment

We don't charge for onboarding or set-up

All new On Demand Service Engagements start with an initial and one-off prepaid credit fee. This fee will be credited to your account and you may engage our services to drawdown against your credit.

Subsequent billing runs on a standard monthly cycle.

How it works

The credit applies to your account during onboarding

Our invoices are applied against your credit

Payment is required before commencement

Credit expires after 60 days of non-use

Amount is non-refundable. Terms and conditions apply.

$2,000

AUD one-off fee. Price includes all taxes.

How our billing works

SERVICE SCOPE

SMSF Duties and Scope of Work

Transaction Recording

Record all SMSF transactions including contributions, rollovers, expenses and investment activity

Bank Reconciliation

Reconcile SMSF bank accounts against fund records, identify and resolve discrepancies

Member Contributions

Record concessional and non-concessional contributions, employer contributions and rollovers

Pension Payments

Process account-based pension payments, commutations and reversionary pension entitlements

Investment Accounting

Record investment transactions across shares, property and managed funds, update valuations

Member Account Maintenance

Maintain individual member account balances across accumulation and pension phases

Financials Preparation

Prepare SMSF financial statements including balance sheet, income statement and member statements

Annual Return Preparation

Compile and prepare the SMSF Annual Return, supporting schedules and regulatory lodgement workpapers

Audit Preparation

Organise and prepare fund records, financial statements and supporting documentation for the annual audit

On Demand SMSF Duties

SERVICE DETAILS

On Demand Service Details

Key operational details about how On Demand services are structured across delivery, engagement and billing.

Delivery

Description

Staffing

Pooled staff matched to job type and complexity

BPO Location

India

Job Intake Process

Submitted securely through the Felcorp Portal

Simple SMSF Job Turnaround

Simple requests 24 to 48 hours

Intermediate SMSF Job Turnaround

Intermediate requests 2 to 3 days

Complex SMSF Job Turnaround

Complex requests 3 to 5 days

Urgent Requests

Urgent 24 hour requests available, additional fees apply

Quality Assurance

All deliverables reviewed by our QA team before final submission

Engagement

Description

Software Access

Provided and licenced by the client, we operate within your existing systems

Onboarding

One-time setup to establish secure access to your systems

Scope

Scope of deliverables defined during onboarding process

Pricing and Billing

Description

Initial Prepaid Credit Deposit

Initial onboarding prepaid credit balance that sits on your account

Billing Frequency

Invoiced on the 1st of each month for all jobs completed in the prior period

How we price

Fixed quote provided within 24 hours of submission

No Retainer

There are no retainers or monthly minimums

SOFTWARE

Industry Software We Work With

Learn more about our capabilities and support on industry software and systems.

Industry Software

TESTIMONIALS

Trusted by 50+ financial services businesses

Businesses trust Felcorp because we deliver tailored solutions to each client engagement that addresses their individual concerns.

I had a wonderful experience working with the team. They were always responsive and attentive and provided us the results we needed. They were very dedicated & professional in their approach.

Poonam K

November 2024

The level of staff produced, open transparency with what is going on in the office in India. The staff talk highly of the organisation means I am comfortable that the organisation is not a sweat shop.

Mark K

November 2024

The team at Felcorp are "World Class". I would be lost without their support!

Denver J

September 2021

Neeraj is great to work with. He is smart. He raises good queries. He is efficient, and works well to turn jobs around quickly.

Jacqui N

November 2024

I have been in the finance industry for many years and I have always struggled to find a good paraplanning solution that suited my needs.

Justin M

September 2021

great company, Toby is really professional and his team are fantastic. They are all senior accountants with great experience for quality.

Victor

November 2024

Let's plan your journey
Book a call with me

Discuss your needs with me

I'll answer your questions

We'll plan your engagement together

Tobias Fellas | CEO and Founder

Book a call now

RESOURCES

Learn more about our On Demand Service

Who's our service for

Deisgned for financial advisers with ad-hoc, overflow and scoped paraplanning outsourcing needs.

Who's Our Service For

On Demand Service Explained

Discover how our On Demand Service Works, how to get started and other services we offer.

On Demand Service Explained

How our agreement works

Understand how our agreement works, key terms and conditions and processes for dis-engagement .

How our agreement works

Let's get started! Contact us now

Contact Form

Average response time

2 hours

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Book a meeting or call with us

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30 minute call

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8am to 6pm, Monday - Friday (AEST)

+61 1800 930 172

Phone Number

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0480 839 358

On Demand SMSF Admin Outsourcing Services