For Accountants/ finance professionals

For Accountants/ finance professionals

Elevate your SMSF offering without carrying all the risk.

We are experts in partnering with Australian accounting practices to deliver specialist SMSF services under your brand. White-label administration, compliance reviews and technical support let you serve SMSF clients confidently while focusing on core advisory relationships.

Why Us

• Revenue protection model: Retain your advisory fees and client relationships. We handle execution while you maintain the strategic oversight clients value as their trusted accountant.
• Future-proof your practice: Stay ahead of ATO’s SMSF audit program expansion – enhanced data-matching, automated pre-lodgement risk scoring, climate risk investment disclosures. Our specialists track regulatory changes so you don’t have to.
• ATO audit defence specialists: Our team handles ATO rectification requests, investment strategy reconstructions and LRBA compliance reviews – the deep technical areas where general practices struggle. When ATO questions arise, specialist responses protect your client relationships.
• Advanced compliance coverage: Issues like Section 84 exemptions, Part 8/9 product replacements, crypto collectables valuation, in-specie transfer market substitution – we manage sophisticated issues your team may not encounter regularly, ensuring bulletproof documentation.
• Scalable administration: Full-cycle SMSF accounting, annual returns, ECPI calculations and auditor coordination delivered through secure portals. Your practice gains capacity during peak season without hiring additional specialist staff.
• Technical support on-demand: Complex SMSF queries answered within 24 hours. Death benefit dependency determinations, transition to retirement segregation rules, trustee declaration updates – get specialist input without the full-time overhead.
• Consistent quality control: Every SMSF engagement follows our proven E-R-S framework (Engage → Reassess → Solve), delivering standardised excellence across your client base. No quality variation between team members.
• Grow SMSF services without growing headaches. Pointers Consulting becomes your ‘virtual’ SMSF division, letting you confidently say “yes” to every SMSF opportunity.

Key Questions to Consider

• ATO’s 2026 SMSF audit program targeting your clients’ investment strategy documentation?
• Are your SMSF clients’ related party loans passing ATO arm’s length tests?
• Client SMSFs at risk of ATO non-arm’s length income (NALI) recharacterization?
• All SMSF minutes properly documented for contributions and pensions?
• Client SMSF bank accounts truly segregated per ATO audit standards?
• ECPI calculations compliant with ATO’s proportionate method rules?
• SMSF annual returns lodged within ATO’s 45-day audit cycle deadlines?…..and much more…

Reach out to discuss white-label partnership options for your practice today.