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When SMSFs fall outside your core focus

Many accountants reach a point where SMSFs no longer fit comfortably within their service offering.

You might be:

• Managing SMSFs but aware it’s not your area of expertise
• Spending disproportionate time on compliance and reporting
• Concerned about legislative changes and ongoing risk
• Finding SMSFs interrupt your workflow and capacity
• Unsure whether to continue offering SMSF services or step away

SMSFs require specialist knowledge, consistent attention, and a level of detail that can quickly become a burden.

What you actually want

You want to:

• Ensure your clients receive expert SMSF support
• Reduce risk and compliance pressure within your firm
• Stay focused on your core accounting services
• Maintain and strengthen your client relationships
• Refer with confidence, knowing your clients are in safe hands

Without needing to build or manage an internal SMSF capability.

Super Smart Super exists to support accountants like you!

We specialise exclusively in SMSF accounting, managing the key areas of compliance, taxation, and processing with precision and care.

When you refer your client to us:

• We take care of all SMSF requirements
• We communicate clearly and professionally
• We work in alignment with you where needed

Our role is to support your client, while supporting you.

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Your clients remain your clients

We understand how important trust is when referring your clients.

That’s why our model is clear.

We focus solely on Self Managed Super Funds.

We can provide general accounting services where required, however our core focus is specialising in Self Managed Super Funds..

We are here to support your clients with specialist SMSF expertise, while you remain their primary accountant.

A simple, seamless referral process

Working together is straightforward.

• You refer your client to us for SMSF support
• We manage all SMSF accounting, compliance, and tax requirements
• We keep communication clear and professional
• We ensure a smooth experience for both you and your client

We are available for collaborative client meetings and tax planning sessions.

This allows you to step away from SMSF complexity, without stepping away from your client.

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Refer with Confidence

We understand that referring your clients is built on trust, and protecting that relationship matters.

Our model is designed to support you, not replace you.

We specialise in Self Managed Super Funds and work in collaboration with accountants to deliver this expertise in a way that feels seamless and aligned.

 

You remain your client’s primary accountant, continuing to manage their individual tax and overall financial position.

When you refer a client to us, we step in as the SMSF specialist. 

Our role is clear. We focus on compliance, structure, and the ongoing management of the SMSF, ensuring everything is handled properly and in line with current regulations.

While we do have the capability to assist with individual tax if needed, our preference is to support you by specialising in SMSFs, allowing you to retain and strengthen your client relationships.

You can refer with confidence, knowing your clients are being supported by a dedicated, Australian-based team who values professionalism, communication, and long-term partnerships.

If you are looking for a trusted SMSF partner to collaborate with, we would love to connect.

Led by SMSF specialist Alison Hartfield and a dedicated team focused solely on self managed super funds.

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Super Smart SMSF Pty Ltd

info@supersmartsmsf.com.au

Address; The Nexus Hub

3 Amy Close, Wyong NSW 2259

 

Postal Address: PO Box 6072

Lake Munmorah, NSW, 2259

0497 336 277

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Liability limited by a scheme approved under Professional Standards Legislation.

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