New SMSF Outsourcing Offer Eases Financial Planners’ Fears

BOSS’ newest service provides Financial Planners with an SMSF outsourcing deal that removes the worry of losing clients while simultaneously increasing annual profits

Whilst we’re all aware that a client is never 100% guaranteed to be a client forever, financial planners are especially concerned when handing over their client’s details to an accounting firm to have the SMSF account setup, as it could mean they are saying goodbye to a new client they spent time and money on bringing on board. It’s catch-22 when the SMSF fund must be attended to by a qualified accountant as financial planners not only run the risk of losing them, but also hand over lots of money they could be making for themselves on the SMSF account setup. Well finally, things are about to get a lot more exciting.

This newest offer means financial planners can work with an SMSF outsourcing team by passing on their clients’ details to BOSS who won’t ever contact the clients directly. This alleviates any concerns over losing clients and the service is as discreet as it is safe. Financial planners are offered a white label service where they can attach their own logo to all correspondence enabling them to choose how they pass it on to their clients. The service also entails every imaginable task involved with Self Managed Super Funds so financial planners can offer their own clients a complete service where everything is done for them.

A brief overview of what the offer includes:

> SMSF account setup

> Record keeping

> Preparing and lodging tax returns

> Drafting letters to the super fund owners (on behalf of financial planners, using their logo)

> Work paper preparation

> Accounting reports for SMSF’s to be audited (BOSS offers an audit partner if desired)

> Plus all other necessary tasks

The smooth process means financial planners only two remaining tasks for them to carry out are taking care of the relationship between themselves and their clients and passing on their clients’ details for BOSS to look after the rest.

“We couldn’t make the service any more simpler if we tried,” says Lee Court, sales and marketing manager for BOSS. “We’re finding financial planners like the choice of either giving their clients a reduced fee SMSF account setup as a benefit for choosing their financial planning services, or adding their own margin on top of the wholesale prices they receive through BOSS. While some of them offer clients a discounted setup, others charge the account setup at retail costs which gives them the chance to add quite a few dollars to their own bottom line. We’ve found some like to make a combination of both. It doesn’t matter what they decide as it’s all discreetly taken care of with the white label option. I’m really happy with our new service, it’s a no-brainer for financial planners and they’re arriving at the same realisation after taking up the SMSF outsourcing offer.”

To hire a virtual SMSF outsourcing specialist visit

About Back Office Shared Services Pty Ltd (BOSS):

BOSS is an Australia-based outsourcing accounting provider that offers fixed fee services carried out by fully qualified accountants and bookkeepers to supplement accounting staff. Streamlining operations for accounting firms and business owners, every BOSS accountant is fully-trained in Australian accounting standards, Self-Managed Super Funds, tax procedures and law. All accounting outsource specialists work in BOSS’ overseas offices and never at offsite locations.


Lee Court

Client Relationship and Marketing Manager

BOSS, Back Office Shared Services

Suite 2, 345 Pacific Highway,


1800 889 232

Release ID: 394673