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.