Giving us a job is as simple as completing an online form and submitting source documentation – either by secure log in on our website or your very own file server.
Assess your requirements
- Gain an in-depth understanding of your firms current process, issues faced, required turnarounds and style of processing.
- Detail our current processes and provide a sustainable solution that adapts to your business.
- Provide a demo of our interactive job portal.
Approval for the solution provided
- Your account manager will explain and detail the proposed solution including pricing for the services.
- Provide a review or pilot fund to experience the service offering.
Implementation and ongoing management
- Implement reporting lines to your dedicated SMSF manager.
- Provide our welcome pack which includes all the relevant SMSF engagement letters.
- Provide login details to the job portal and start with proposed solution.