Delivering complete, accurate, and white-labeled SMSF setup services in Australia that are ready for client delivery without the back-office load. Our CPA experts handle documentation, compliance registration, and trustee support to offer offshore tax-efficient SMSF establishment services aligned with Australian regulations.
SMSF funds successfully established
Trustee satisfaction with documentation accuracy
Savings on in-house SMSF setup staffing
Onboarding fees or minimum volume
Starting a self-managed super fund means dealing with strict regulations, correct structuring, and up-front documentation, none of which you want your core team bogged down by. Our offshore SMSF setup and filing company supports CPAs with the initial fund registration, trustee declarations, investment strategy drafts, and ATO setup documentation, all done in your firm’s format, under your brand.
We help you stay consistent across all client accounts by offering scalable, tax-efficient SMSF establishment services that reduce internal admin time and improve client delivery timelines. From new fund set up to transitioning from another provider, we deliver professional, white-label support that makes your service look seamless and responsive.
Our offshore team is trained in Australian SMSF compliance and works exclusively with accounting firms and CPA practices. You get the expertise without expanding your in-house capacity, and your clients get complete confidence in the process.
We provide structured, white-label SMSF setup services to enable you to fast-track your project with professionalism without any additional internal workload. Scale your client offering without forfeiting control.
Our offshore SMSF setup services cover every aspect of the fund setup to guarantee no compliance gaps, missed documents, or inconsistencies with your firm's branding. From ATO registration to bank account setup support, every action is performed by experienced SMSF professionals accustomed to trustee expectations and CPA workflows.
We prepare, format, and send back the documents under your branding and ready for delivery to clients. You will be able to obtain and deliver a high-quality, ready-to-go package rather than dealing with administrative backlogs and resourcing delays.
When your clients request SMSF setup, you want to move fast, but without skipping details or piling work on your senior team. Our affordable SMSF setup support lets your practice offer high-quality fund establishment with full compliance, minus the workload.
Each setup is completed to your standards and delivered in a branded format, whether you're helping an individual trustee, a business owner, or a retiring couple. With our offshore SMSF setup services Australia firms rely on, you get speed, compliance, and presentation, all without internal strain.
Trained in Australian superannuation laws, fund structuring, and ATO lodgement processes.
All fund setup documents are delivered under your brand for seamless client handover.
From investment strategy templates to trustee declarations, we cover all compliance areas.
We only work with professionals, no direct-to-client setup.
Use our services when needed, with zero contracts or hidden fees.