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Well-known Australian businesses trust Sundaram

Services

Collaboration across all sectors

Sundaram Business Services provide business process solutions for leading clients across a varied range of sectors.
Finance and Accounting
Self-Managed Super Funds
Portfolio Management
Mortgage

Finance and Accounting

We provide outsourced CFO Support Solutions for corporations, as well as Business Advisory Support for accounting firms. Our team of professionals in India, supports top-tier companies in Australia, New Zealand, the UK and more.

Our extended office solution, leveraging our team of 400+ professionals with experience in Australian accounting systems, can take on your accounting operation: business transformation custom-designed to suit your needs.

Sundaram offers end-to-end support for:

  • CFOs in corporations
  • Partners in accounting firms
Finance and Accounting Services

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
SMSF Services

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
Portfolio Management Services

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.

Mortgage Support Services
Business transformation
“Extremely skilled and educated, and will help us to continue to build our business further.” Global platform provider Powerwrap engage Sundaram Business Services to expand its operations team. See more from Chief Operating Officer, James Edmonds.

We've partnered with dozens of global companies

Business challenges, solutions and outcomes, our case studies cover it all. Discover how Sundaram Business Services support businesses to transform and grow, with outsourcing solutions and more.

5-star hotel
Upscale Sydney hotel streamlines processes for lower costs and timely reporting.
Read case study
Top 10 accounting firm
Top-tier accounting firm streamlines processes to focus on core business activities.
Read case study
 100% growth
Portfolio management services provider outsources activities to focus on value-adding.
Read case study
Critical tasks
Leading mortgage aggregator and financial services company engages Sundaram for repetitive but critical tasks.
Read case study
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About

Your business vision:
our support to make it happen

Innovators in global outsourcing and business services, we support our clients in Australia, NZ and the UK to transform their business processes.

20+

20+ years

Part of a financial conglomerate with a 65+ year history

400+

400+ employees

Providing outsourcing and professional business services

100+

100+ clients

Providing solutions for mid to large size corporations and accounting firms

4

Across 4 continents

Clients in Australia, NZ, UK and India, with more to come

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News

Resources

Stay in the loop with the latest news related to Sundaram Business Services and the broader, global outsourcing and remote working landscape.

How to streamline SMSF administration and auditing by outsourcing

The number of Australians using self-managed superannuation funds (SMSF) is on the rise. SMSF assets are now worth a whopping $884.6 billion – around 25% of all superannuation investments. This increase in popularity has put immense pressure on accounting firms, financial planners, and auditors to meet the wide range of ATO compliance and reporting requirements […]

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Simplify the unique challenges of club bookkeeping by outsourcing

Clubs face unique accounting and bookkeeping challenges because they’re governed by different laws, rules and regulations than normal businesses. The way your club generates revenue, keeps financial records, and qualifies for tax concessions depends on your circumstances. Federal, state and local laws are different for not-for-profit (NFP) clubs (such as community service clubs or local […]

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Outsourcing In India Vs Philippines: Which Is Best For BPO? 

Financial services involve a high number of tedious processes and time-consuming paperwork. So it’s no surprise many financial professionals turn to Business Process Outsourcing (BPO) to increase efficiencies and lighten their workload.  Before deciding where to outsource to, though, you need to factor in a number of considerations. One of these considerations is deciding which […]

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