Specialist SMSF support for your clients
Partner with a dedicated SMSF specialist to provide your clients with clear, expert support.
Your clients rely on you for guidance across important financial and legal decisions.
When it comes to self managed super funds, having the right specialist support matters.
At Super Smart Super, we work alongside financial planners, mortgage brokers, and solicitors to provide expert SMSF accounting, compliance, and tax support.
You continue to guide your client.
We support your clients with their SMSF, providing structure, management and compliance support.
We work alongside professional service providers, delivering specialist SMSF support that strengthens your client offering and enhances the overall experience.
When SMSFs require specialised support
As a professional, you’re often involved in conversations where SMSFs become relevant.
You may be:
• Advising clients who are considering setting up a self managed super fund
• Supporting clients with lending, structuring, or legal matters involving an SMSF
• Wanting to ensure your clients are receiving accurate SMSF advice
• Navigating situations where SMSF compliance or tax considerations impact your work
• Looking for a trusted expert to refer to, without disrupting your client relationship
SMSFs intersect with many areas, but require a level of specialist knowledge that sits outside most professional scopes.
What you want for your clients
You want to:
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Ensure your clients receive accurate, specialist SMSF support
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Provide a more complete and valuable service
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Work with someone you trust to support your recommendations
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Maintain a seamless client experience
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Refer with confidence, knowing your client is in safe hands
A specialist partner you can rely on
Super Smart Super provides dedicated SMSF services that integrate seamlessly into your client relationships.
We support your clients with:
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Assistance with SMSF process (we work alongside Financial Planners)
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Ongoing SMSF accounting
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SMSF compliance and reporting
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SMSF tax planning and guidance
Our role is to ensure the SMSF side is handled with clarity and precision, so you can focus on your area of expertise.
Working together, seamlessly
We take a collaborative, considered approach to every client relationship.
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We communicate clearly and professionally
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We respect your role as the primary advisor
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We align with your recommendations where appropriate
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We ensure your client experience remains consistent and supported
This creates a cohesive, trusted experience for your client, without added complexity.
What this means for you
Partnering with a specialist SMSF provider allows you to strengthen your service offering, without adding complexity to your role.
You’re able to support your clients more holistically, while remaining focused on your area of expertise.
This means:
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Confidence in every recommendation
When SMSFs are part of the conversation, you can confidently refer to a specialist, knowing your client is receiving accurate, compliant, and well-structured support.
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A stronger, more complete client experience
Your clients receive seamless support across all areas of their financial or legal needs, without gaps, confusion, or conflicting advice.
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Enhanced trust and credibility
Referring to a trusted SMSF specialist reinforces your position as a well-connected, considered advisor who prioritises quality outcomes.
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Clarity around complex SMSF matters
You’re not left navigating technical SMSF requirements alone. You have a reliable expert to support conversations when needed.
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More time to focus on your expertise
Without needing to manage SMSF complexities, you can stay focused on delivering value in your core service area.
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A collaborative, professional partnership
We work alongside you, respecting your role and ensuring communication remains clear, aligned, and client-focused.
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Consistent, reliable support when you need it
Whether it’s a one-off referral or ongoing collaboration, you have a trusted SMSF specialist you can call on with confidence.