Experience the smarter way to simplify your SMSF operations!
Partner with a team that understands SMSF intricacies. Discover how our SMSF outsourcing solutions simplify compliance, save costs, and enhance efficiency for your business
Wondering if outsourcing SMSF operations is the right choice for your business?
Choosing the right strategy to support your SMSF operations can be challenging. Our free trial lets you test our back-office support in administering and preparing the financials for the fund. It is risk-
free, showing how outsourcing can boost efficiency, simplify compliance, and save costs. Assess the value, efficiency, and compatibility with your goals before making a commitment.
- Quick Turnaround time of your funds
- Comprehensive output compilation
- Weekly tracking of the fund’s progress
- Minimal software/system requirements from your side
- No contractual agreement
- Zero cost trial
How Our Free Trial Works
Getting started with our SMSF outsourcing free trial is simple and straightforward. We’ve designed the process to help you experience our services without hassle, ensuring a seamless on boarding.
Who qualifies for a free trial?
- An Advisor, Partner of an accounting or audit firm, Businesses that finalise funds.
- Your business from operating in Australia with an ABN.
- Eligible to trial maximum of two funds (around 150 transactions each)
- Willingness to sign an NDA
Effortless Onboarding in Just 3 Simple Steps
Getting started with our free trial is as easy as it gets. With minimal effort required from your side, our team handles the heavy lifting, ensuring a smooth and hassle-free experience. See the value we bring without disrupting your workflow.
➤ Your Role: A simple & quick handover
- Enabling fund access by creating user Id in Class/BGL 360 or other.
- Access to the supporting documents
➤ Our Role: Delivering results
- 15 days TAT to process your funds
- Weekly email update on your funds progress
- Reaching out for missing informations if any
- A tailor made comprehensive report
➤ Next Steps: Unlocking the full potential
- Evaluation of the free trial through a feedback form.
- Contractual agreement to extend the partnership
What you do?
➤ You should be an advisor, accounting firm, or business that outsources 100 to 150 funds/year.
➤ You can try processing up to 2 small funds (up to 150 transactions) or a medium fund (up to 300 transactions) with us.
➤ Create a user ID in Class/BGL 360 and ensure fund access. Also, access to folders containing fund-related documents is required.
➤ Fund-related documents required are
- Bank statements/CSV/Data feed information
- Portfolio reports, including forex
- Fund Notes/Year end notes
- Property-related documents
- Fund expenses documents
- Unlisted Trust related documents
- ATO portal reports
- Actuary Certificate
What we do?
➤ We take 15 working days to process your funds (From the date of receiving to sending the financial draft for review)
➤ We will update you weekly on the fund’s progress through email.
➤ We will reach out to you in case we require
- Any other supporting documents
- Job-related queries
- Additional/ final queries
- Sending draft financials
- Fixing review points (if any)
➤ Once completed working on your fund we will share the following with you
- Financial report packages
- Working papers
- GST & Tax reconciliation worksheets
- Cover Letter, Pension commencement and commutation (if required)
- Audit Engagement letter & Trustee Representation Letter (if required)
- Ultimately, save time and cost as this trial helps you settle for the best rather than making an uncertain commitment.
Next Steps
➤ If you are satisfied with our services after the trial, we will contact you with a contractual obligation to extend our partnership. “Remember, the fund processing charges during the trial period are free of cost”.
➤ If you are not proceeding with Sundaram after the trial, we will charge you minimal fees for the funds processed.
- $550/ small fund ( up to 150 transactions)
- $700/medium fund ( up to 300 transactions)
Why Sundaram?
SMSF Provider
Sundaram is Australia’s earliest off-shore provider of SMSF administration and auditing.
Trusted Service
We have been servicing clients for 20+ years.
Expert Team
With 450+ employees overall, we have 70+ dedicated professionals handling around 5000 super funds.
Extensive Track Record
We have so far handled 48K+ admin funds and 20K+ audit funds.
Partner
We are CPA Australia’s recognised employer partner.
Investment Processing
We process transactions in listed investments, wrap statements, property investments, foreign investments, unlisted trusts, derivatives, artworks and crypto-currencies.
We comply with the General Data Protection Regulation (GDPR) 2016 and the UK Data Protection Act 2018, ensuring the highest standards of data privacy and security.
Feature case study
They trust us
A leading accounting and business advisory firm achieved an 80% reduction in workload by engaging Sundaram for routine SMSF administration.
Margaret Mote
CEO, Bongiorno Group
“We couldn’t be more delighted with the business partnership we have with Sundaram. We have moved on from outsourcing only our SMSF business to now outsourcing our tax returns as well. We encourage anybody who is thinking about outsourcing to consider partnering with Sundaram.”
