Getting started with our SMSF outsourcing free trial is simple and straightforward. We have designed the process to help you experience our services without hassle, ensuring a seamless on boarding.
Who qualifies for a free trial ?
• Advisors, Partners of accounting or audit firms, Businesses that finalise funds.
• Your business should be operating from Australia with an ABN.
• Eligible to trial maximum of two funds (around 150 transactions each)
• Willingness to sign an NDA
Effortless Onboarding in Just 3 Simple Steps
- Evaluation of the free trial through a feedback form.
- Contractual agreement to extend the partnership
Getting started with our free trial is as easy as it gets. With minimal effort required from your side, our team handles the heavy lifting, ensuring a smooth and hassle-free experience. See the value we bring without disrupting your workflow.
- 15 days TAT to process your funds
- Weekly email update on your fund’s progress
- Reaching out for missing information, if any
- A tailor made comprehensive report
- Enabling fund access by creating a user Id in Class/BGL 360 or other SMSF software.
- Access to the supporting documents