Well-known Australian businesses trust Sundaram

Finance and Accounting

Self-Managed Super Funds

Sundaram Business Services both administers and audits self-managed super funds for administrators, accounting firms and financial planners. Our audit solutions are duly signed by an external auditor: providing end-to-end solutions to our clients. Our top-tier clients are industry leaders in a range of markets.

Every year, our team of 70+ professionals handle around 5,000 super funds – from set-up to audit in compliance with the regulatory norms in Australia. We set up new funds in the SMSF software and manage existing funds. For the existing funds, we manage the daily processing, year-end accounting, income tax returns, BAS, compliance, reporting, verification, audit preparation and more. Our bespoke, flexible offering means you can ramp up our services as necessary.

Since 2004, Sundaram has been helping SMSF administrators to:

• manage more funds with fewer staff overheads
• manage periods of peak demand, given its seasonality
• ensure compliance in a changing regulatory environment
• create efficiencies to maximise margins and profit

Sundaram offers:

• SMSF Administration solutions
• SMSF Audit solutions

Portfolio Management

Sundaram's Portfolio Management solutions offer both Platform Support and Fund Administration Support for wealth management companies. We manage a diverse investment portfolio, handling day-to-day back-office administration for portfolio and investment administrators to help them increase operational efficiency and save time.

Sundaram Business Services helps fund managers of wealth management companies with realtime support to close their trades within the stipulated cut off times. We enable after-hours support for advisors by way of seamless transition and ongoing database management.

Sundaram offers:

• Platform Support
• Fund Administration

Mortgage Support

Sundaram works with mortgage brokers, aggregators and lenders to support their operations, from processing the initial application through to mortgage discharge from the relevant authority. Our team in India, works extensively with mortgage professionals in Australia managing both daily activities and compliance.

We support mortgage brokers with: application processing, validating and vetting supporting documents, valuation ordering, loan submission and settlement, compliance documentation, commissions management and more.

We support lenders with: credit analysis and loan processing, loan management till closure, commissions processing, accounts payables and receivables and more.

We support aggregators with: lender product updates, broker accreditations, compliance, commissions processing including reconciliations, reporting and more.