SMSF & Accounting Support
Increase your SMSF & Accounting capacity effortlessly with end‑to‑end outsourcing that keeps you compliant, accurate, and ahead of deadlines.
Seamless SMSF & Accounting support that fits your operational needs
Start every SMSF on solid ground with accurate, compliant setup and ongoing admin handled for you, so you can stay focused on client strategy, not paperwork. We take care of setup, processing, transactions, and compliance, ensuring every fund runs smoothly year‑round.
How this helps you
- Reduce setup complexity and avoid costly compliance mistakes from day one.
- Eliminate manual admin work with accurate processing and documentation handled for you.
- Maintain high accuracy across every fund with steady, reliable management even during peak periods.
Have confidence in your bookkeeping done right. Your dedicated support member will work as your own team member ensuring consistent accuracy and clarity you can depend on.
How this helps you
- Get client‑ready numbers fast with receivables, payables, and reconciliations always up‑to‑date.
- Reduce review time with accurate GST, PAYG, IAS/BAS prep backed by proper documentation.
- Scale your firm confidently with every transaction tracked, reconciled, and compliant.
Expand your firm’s output with dependable accounting support that handles detailed work so your team can focus on advisory.
How this helps you
- Take on more clients without overwhelming your internal team.
- Ensure continuity with a dedicated resource who follows your workflow and quality standards.
- Minimize ATO risks with schedules and lodgement prep aligned to Australian compliance standards.
Providing you the support you need to handle reconciliation, payroll, and compliance workloads with steady, reliable output that helps your firm maintain quality, even as client volumes grow.
How this helps you
- Fewer downstream errors because every transaction is matched correctly the first time.
- Cleaner workpapers that make reviews faster and more predictable.
- More reliable reporting with ledgers that stay consistent across all client files.
Deliver faster, clearer, and more accurate outcomes with a support system that reduces delays, minimises errors, and keeps you informed at every step.
How this helps you
- Deliver faster turnaround to your clients
- Stay informed with clear communication and monthly updates
- Work with fewer delays, fewer errors, and greater confidence
Why Partner With Advice Lab
Robust advice-industry experience
Having partnered with over 70+ advisers in the financial planning industry, we understand the realities advisers face. Our back office support is shaped by hands-on knowledge of advice practices, regulatory requirements, and quality to provide you the precise support you need.
Driven by people, not just process.
We're a people-driven team that values learning and accountability. Our back office support receive ongoing training and regular updates to stay aligned with industry changes, supported by a strong working culture that encourages efficiency, collaboration, and quality outcomes for advisers.
ISO27001 certified for information security
Advice Lab is ISO 27001 certified, giving you the peace of mind, confirming that we prioritize data privacy and applies strong security measures across all paraplanning activities.
Extended coverage across two locations
Our teams in Sri Lanka and the Philippines allows to support advice delivery across extended hours. This means work can continue beyond your day, helping reduce delays and maintain momentum.