SMSFs made easy
Selfmade makes it easy to access leading SMSF specialist accounting services for your clients via our adviser portal. Our tech enabled platform automates on-boarding, administration, accounting, tax and compliance tasks seamlessly. Most importantly, we reduce SMSF fees, making savings for further financial advice.
Save yourself time and your clients money
Our service assists Advisers in meeting their best interest obligation for existing SMSF clients and leads to advisers having increased scope to provide genuine value add advice to your SMSF clients.
How it works
Selfmade delivers a leading SMSF administration service with the efficiencies and low costs of a highly integrated and technology enabled accounting platform. Selfmade is a SMSF specialist accounting service with leading adviser specific tools and reports available 24/7. Selfmade's adviser portal lets adviser deliver a leading SMSF service to their clients at a low cost.
Our smart technology automates the laborious processes of on-boarding new and existing clients, allocating and accounting for SMSF transactions, a leading document management solution and automated compliance, administration and tax services.
Our user-friendly adviser portal and dashboard can be customised to fit your own brand. We'll incorporate your logo across the online portal as well as the all client documentation to make it distinctly your own.
We have two adviser products - hosted or fully whitelabeled
Standard Adviser Portal
This is the standard offering from Selfmade. Everything you need to overview your clients SMSFs
- Create a new SMSF directly in the portal in under 15 minutes
- Transfer an existing SMSF to your portal and the Selfmade platform
- Access to Selfmade's document management and reporting tools
- Instant online setup of Macquarie CMA and OTA for clients
White-labeled Adviser Portal
Need something different to suit your business needs? We also offer a more bespoke portal
- Everything from the standard offering
- Portal can be hosted on-premise or in the cloud
- Portal and client view branding
- DNS branding