Service Models for Accountants
SuperIQ is committed to developing and improving the SMSF industry. We offer a range of services for Financial Advisory Firms about SMSFs.
For Accountants we have 3 core service models:
If you are looking to exit this area of business then we can make this process simple for you. We’ll do the transition work for you and provide the material for your letterhead (if you like) to send to your clients tailored the way you want it.
Additionally, we may be interested to acquire the book from you, depending on its size. Please talk directly to us if this is of interest to you.
- Insourcing – White Labels with a difference
White Labeling is an effective way to build your business, without the people costs, facility costs or system costs. It can help create a more profitable business while enabling you to maintain your cash flow.
You can move to a full online Open Access System, leveraging our resources for your business. This is fully tailored to your specific needs. Call us and we will work together to find the right solution for you.
- Continue the administration yourself
Many firms want to continue to provide Administration services to their clients but are looking to find a more cost effective way to do it.
Our continuation model allows you to utilise our facilities and systems from within your business, including all the trustee services, audit facilities and our full workflow and documentation facility.
Simply grow your business using our experience and systems.
In all cases, you have access to our online, phone and face to face Tech Services facility, effectively adding our technical team to your business as a resource.