Outsourced SMSF pension advisory services tailored for CPA firms and SMSF administrators managing clients entering retirement and deliver timely pension phase strategies, documentation, and tracking. Offshore SMSF pension compliance support for clear, tax-compliant, and audit-ready pension documentation and strategy services.
funds supported with ongoing drawdown tracking
SIS-compliant pension phase reports
less time spent on document preparation
No lock-in contracts or direct trustee involvement
When trustees enter the retirement phase, your staff must confirm pension strategies, documentation, and reporting as correct and consistent with ATO regulations. Our outsourced SMSF retirement and pension administration solution for CPAs offers complete-service support, ranging from minimum withdrawal calculations, TRIS-to-pension conversions, and commutation tracking.
We assist your business with regular summaries, tax-effective planning, and yearly drawdown confirmations, all presented under your branding. Through SMSF pension advisory services that encompass compliance, member documentation, and integration with your platform, we assist you in being proactive during the client's retirement lifecycle.
Our mission is to reinforce your presentation, accelerate documentation, and keep trustees abreast without affecting your firm's relationship. From initial pension setup to reporting and compliance verification, we're your back-office drive for professional SMSF pension planning firms.
Don't let admin tasks detract from what you do best: advising clients. We deal with documentation, monitoring, and compliance for each pension stage file you work on.
Our offshore SMSF pension compliance help includes all key services needed to manage new and existing pension accounts accurately and efficiently. We support CPA firms and administrators in handling TRIS setups, full pension phase transitions, minimum drawdown calculations, and annual reporting. Each task is completed with full attention to SIS Act requirements, tax compliance, and trustee documentation.
Our structured summaries and branded communication templates ensure everything is client-ready, audit-prepared, and seamlessly integrated into your firm’s advisory flow. Whether it’s a single fund or a portfolio of pensions, our service is built to save time, ensure compliance, and maintain trust.
Our service is designed to help your firm keep pace with pension reporting obligations, especially during peak periods. Whether you manage 5 or 50 funds in retirement phase, we provide flexible, accurate documentation and reporting tailored to your internal format and tools.
With tax-efficient SMSF pension strategies delivered behind the scenes, your clients receive consistent, high-quality advisory support. Meanwhile, your team saves time, reduces stress, and scales confidently.
Our team is trained in TRIS, pension setup, minimum drawdowns, and SIS requirements.
From setup to annual summaries, we manage every document without disrupting your internal team.
All documents reflect your firm’s brand, tone, and templates.
Stay ahead of reporting deadlines and pension account requirements.
Flexible engagement with delivery-based billing to match your needs.