Whether you're licensed or not, you can stay compliant with eSMSF Advice. A cloud based system that will not only help you meet the new regulations but will also automate, simplify and makes producing Statements of Advice for SMSF clients more efficient and cost effective.

Unlicensed
and want to know what eSMSF Advice can do for you.

CLICK HERE

Licensed 
​and want to know what eSMSF Advice can do for you.

CLICK HERE

They made it harder. So we made it easier.  ​

eSMSF Advice is designed to save you time, money and resources by putting everything you need just a click away. It is the only the solution based software available to help your business deal with the complexities of the new compliance regime.  eSMSF Advice also provides a professional projection of your business's capabilities and keeps accountants at the centre of their clients advice needs.

How does eSMSF Advice work?

What does eSMSF Advice do?

• Your benefits
• Your client's benefits
• Compliance benefits

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eSMSF Advice takes care of document preparation, delivery and compliance. So you can focus on your clients. ​​

eSMSF Advice takes care of document preparation, delivery and compliance. So you can focus on your clients. ​

• Online SMSF suitability questionnaire
• No RG146 qualifications required
• File notes are quick to complete with easy to use drop down options or tick boxes
• A simple online fact find solution

• We have utilised a compliance expert to ensure documents are compliant
• Fully Automatic Statement of Advice generation (no manual editing required)
• Licensees are able to customise documents when needed. 

Convenient and online

eSMSF Advice has revolutionised completing an SoA and other documents, reducing the time needed to seconds. eSMSF Advice also stores all of your client’s information in one, easy to use place so you can access everything from pension documents, investment strategies to starting and stopping an SMSF. 

Guided path to compliance 

eSMSF Advice will help you stay on the right side of the new SMSF regulations. From letting you know what advice you can offer to what documents you need eSMSF Advice will guide your way to compliance.

Key Tools

Statements of Advice

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 eSMSF Advice writes the entire Statement of Advice directly from the file note in seconds. This is faster than any templates available and is engineered to provide the required compliance framework and complete documents in seconds not hours. 

Compliance guide

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eSMSF Advice will help you stay on the right side of the new SMSF regulations. From letting you know what advice you can offer to what documents you need eSMSF Advice will guide your way to compliance.

Document preparation and storage
​
eSMSF Advice is cloud based so everything from pension documents, investment strategies to starting and stopping an SMSF are just a few clicks away.

Digital client authorisation

​You can also get documents authorised by your client through eSMSF Advice. This automated data validation tool ensures the data is current and adheres to new compliance regulations.

eSMSF Advice provides a solution

eSMSF Advice is an online service to support accountants deal with the new regulatory regime involving licensing for SMSF’s.

eSMSF Advice is designed to save you time, money and resources by putting everything you need just a click away. It is the only the solution based software available to help your business deal with the complexities of the new compliance regime. With eSMSF Advice you can:

Start an SMSF
Start and stop a pension
Complete an investment strategy
Make superannuation contributions

​It also provides a professional projection of your business's capabilities and keeps accountants at the centre of their clients advice needs.

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