Are You Tired of Leaving Piles of Money on the Table When You Could be Providing Your Clients With a White Label SMSF Service and Putting Thousands of Dollars Into Your Own Pocket?
Being a financial planner you may know what it’s like to work hard to get a new client and then have a competitor steal them from right under your feet. And that’s something that can happen when you hand over your new client’s details to an accounting firm who happens to have an in-house advisor or a Financial Planning division within their own firm. BOSS has a discreet solution to help you keep your client’s details private and safe while their SMSF accounts are set up on your behalf and all for a very reduced rate.
STOP Handing Over Truck Loads of Money to Accounting Firms, BOSS Can Organise all of Your Clients’ SMSF Work From Start to Finish
BOSS offers you a specialist White Label SMSF outsourcing team that can perform all of your client’s SMSF Administration and Audit work who will:
- Set-up the SMSF accounts using specialist SMSF software
- Keep your clients’ records up-to-date
- Prepare and lodge the SMSF tax return
- Submit financial and member contribution statements
- Draft letters to your clients (on your behalf)
- Do a working paper for each line item of Trial Balance
- Calculate annual pensions
- Prepare work papers and SMSF accounting reports for an auditor to complete their job (use your own auditor or have BOSS’ audit partner complete this task for you) Plus much more
BOSS Offers Financial Planners a Total Audit Service Completely White Label (Add Your Own Logo if You Choose!)
There are no hidden fees……ever! No kickstarter costs, no minimum number of funds you need to give us, no retainer and no ongoing fees or exit fees.
After 14 Years of BOSS Handling SMSF Work the Whole Process Has Been Streamlined for You
Give your clients a one-stop-shop by offering to handle all of their SMSF needs yourself. BOSS SMSF outsourcing gives you wholesale prices so you can either:
- Give your clients the SMSF work at a reduced fee (giving you the edge over your competitors),
OR - Add your own margin on top of the wholesale cost (increasing your profit per client),
OR - Choose a combination of both – they’ll never know with the white label service!
The smooth process means the only thing for you to do is take care of your client relationship and pass on data to BOSS, (BOSS never has contact with your clients).
It doesn’t get much more simple than that!
And to ensure your peace of mind, BOSS is:
To arrange a FREE trial or to find out more book a telephone chat NOW!
- An Australian legal entity
- A chartered practice and;
- We have professional indemnity insurance to cover the whole operation
To arrange a FREE trial or to find out more book a telephone chat NOW!
