moneyGPS SMSF
moneyGPS SMSF Partners with SMSF Advisory Solutions
moneyGPS SMSF is pleased to announce a strategic partnership with SMSF Advisory Solutions Pty Ltd, a leading provider of specialist SMSF advice and the sister company of Neo Super, one of Australia’s most respected SMSF administration providers. This partnership brings together best-in-class technology, compliance, and strategic advice to empower accounting and financial advisory firms.
About SMSF Advisory Solutions
SMSF Advisory Solutions is a privately owned business supporting professional service firms nationally, with offices in Melbourne, Sydney, Brisbane, and Perth. The firm’s mission aligns with moneyGPS SMSF: to simplify SMSF advice delivery, reduce licensee burden, and improve client outcomes.
The SMSF Advisory Solutions Team brings deep expertise and a proven methodology to support you in navigating the increasingly complex SMSF regulatory and strategic landscape.
Book in Your Complimentary Session With The SMSF Advisory Solutions Team.
What This Means for moneyGPS SMSF Clients
Through this partnership, you gain direct access to a highly qualified SMSF advice team, without the compliance overhead of holding your own licence. Benefits include:
- Exclusive Access to Strategic Advice: Complimentary SMSF strategy sessions and updates from the SMSF Advisory Solutions Team.
- Regular Training and Webinars: Ensure your team remains current on regulatory changes and opportunities.
- White-Label Educational Content: Co-branded material you can share with your clients to build engagement and trust.
- Integrated SMSF Health Checks: Leverage the moneyGPS SMSF Check-Up Report to identify opportunities and start meaningful conversations with your SMSF clients.
Statements of Advice (SoAs) – Seamless and Efficient
Our streamlined process begins with a detailed internal request form to capture all SMSF details. Our SMSF Advisory Solutions Team delivers a high-quality, compliant strategy within five business days, including full review and support with client presentation. The goal is a seamless experience that saves you time and enhances your client value proposition.
Why This Matters
This partnership eliminates the need for you to hold a limited AFSL, saving time, cost, and compliance risk. SMSF Advisory Solutions becomes your strategic partner, ensuring timely, client-centric advice delivery backed by experience and precision.
Book your complimentary session with the SMSF Advisory Solutions Team today and unlock the full value of this partnership.
SMSF Advisory Solutions is a Corporate Authorised Representative of Shartru Wealth Pty Ltd AFSL 422409.
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