SMSF Admin Service

Discover the cost effectiveness of outsourcing your clients’ SMSF administration to Reckon Docs. Simply provide your client’s transaction documents through our SMSFAdministration document management system, we will handle all the data entry of the fund and provide you with comprehensive SMSF reports and audit working papers linked to source documents.

These days SMSF work is a specialised area. If you do not have the in-house expertise or resources to carry out SMSF Administration for your clients, Reckon Docs can provide this for you. All you need to do is to scan your client’s SMSF documents and lodge these with us through our online data-capture screens. From there, we will turn these documents into a full set of SMSF Financial Statements & Reports for your review before you send it to your client for approval.

As the ATO does not allow SMSF Auditors to audit their own work, our SMSF Administration service allows you to maintain independence as we prepare the Financial Reports allowing your firm to act as the Auditor of the fund. Our outsourced SMSF service provides you with comprehensive audit working papers all referenced to your client’s source documents, Financial Statement & Investment Reports saving you time and money, while improving accuracy and efficiency.

Sign up and login to SMSF Admin Service