SMSF Engine Illustration

SMSF Engine: SMSF Administration for Accountants and Financial Advisers

Simplify your SMSF workload with expert administration support tailored for accounting and advisory firms. SMSF Engine provides complete back-office solutions including compliance, reporting and lodgement, helping you deliver efficient and accurate service to your clients with confidence.

SPEAK WITH AN SMSF SPECIALIST

Who We Are

Since 2012, SMSF Engine has specialised in delivering reliable and flexible SMSF administration services for accountants and financial advisers across Australia. Owned by Sequoia Financial Group Ltd (ASX:SEQ), SMSF Engine is backed by the strength and resources of an established Australian financial services group.

Our experienced Australian-based team supports accounting and advice firms by providing complete back-office SMSF solutions. This lets you focus on providing value to your clients. We will manage the SMSF compliance and administration workload efficiently and accurately.

We work only with SMSF specialist accountants and financial advisers. This helps you keep control of your client relationships. You can outsource non-core administration tasks to a team you can trust.

Why Choose Us

We understand the pressures of SMSF compliance and administration. That’s why we deliver reliable SMSF administration support, helping you stay focused on growing your client relationships.

At SMSF Engine, we specialise in providing flexible, efficient SMSF administration services tailored for accountants and financial advisers. Our Australian-based team combines specialist SMSF knowledge with technology-driven processes to streamline your workflow, reduce administration time, and support your client service delivery. Every fund is handled by professionals with extensive SMSF expertise, ensuring accuracy, compliance, and reliability.

Flexible SMSF Administration Packages for Accountants and Advisers

SMSF Engine offers flexible SMSF administration packages for accountants and financial advisers. Choose the services you need, add extras if required, and benefit from transparent, fixed pricing. There are no restrictions based on the number of transactions or fund size. Bundling services together provides an even more cost-effective solution for your SMSF practice.

Our SMSF Service Options

We provide the level of SMSF administration support that best suits your business model:
  • Annual administration – for year-end compliance requirements, including audits
  • Daily administration – for ongoing processing of all fund transactions
  • Daily Plus administration – full daily processing, plus direct communication with trustees to resolve queries and collect documents on your behalf
Additional SMSF Services Available

Expand your offering with additional SMSF specialist services, including:

  • SMSF establishment and deed preparation
  • Investment strategy preparation
  • Property valuations
  • Title searches
Why Work with SMSF Engine?
  • Dedicated account managers with free technical support
  • Experienced Australian-based SMSF specialists
  • Transparent pricing and flexible service options
  • Significant cost savings through economies of scale

Local, Independent and Focused on SMSF Specialists

SMSF Engine is a Melbourne-based team of SMSF administration professionals. Our specialists are highly trained in Australian SMSF compliance and understand the technical requirements, time pressures, and service expectations of accountants and financial advisers.

Operating in your time zone means you have direct access to timely support whenever you need technical assistance or straightforward answers.

If SMSF administration tasks are taking time away from strategic advice or slowing your client service, SMSF Engine provides a reliable solution to streamline your back-office processes.

You’ll always deal with an Australian-based team member who understands your practice and your clients.

Automated Online SMSF Administration

Streamlined SMSF administration, powered by technology and supported by specialists.

SMSF Engine leverages cloud-based technology and an easy-to-use online portal to streamline SMSF administration processes and improve your operational efficiency.

We tailor our SMSF services to suit the needs of your practice:
  • Secure data handling protocols ensure client information is always protected
  • Our software integrates directly with your fund’s bank accounts, allowing daily transaction processing and real-time updates
  • You have 24/7 access to fund data and administration records through your personalised online portal
  • For accountants and financial advisers, we offer mobile access setup, helping your clients stay connected to their self-managed super funds through their devices

Streamlined SMSF Administration Processes

Simplifying SMSF document management and compliance for accountants and advisers.

Completing SMSF accounts requires a number of supporting documents, such as actuarial certificates, residential property valuations, title searches, investment strategy documents, and minute templates.

At SMSF Engine, our document management processes, detailed checklists, and practical templates help simplify administration tasks, saving you time and ensuring consistency across your SMSF reporting.

Explore our resources or contact our team to find out how SMSF Engine can streamline your SMSF administration processes.

We also provide a wide range of additional resources, including helpful videos, user forms and FAQs designed to support accountants and advisers in managing their SMS administration efficiently.

Our SMSF Administration Services

Daily Administration & Audit

Ongoing SMSF administration, daily transaction processing, compliance management, and audit preparation, with 24/7 secure access for accountants, advisers, and trustees.

Annual Administration & Audit

Year-end SMSF compliance support, including preparation of financial statements, member statements, tax returns, and audit coordination.

Other Services

Standalone SMSF solutions such as fund establishment, independent audits, property valuations, title searches, actuarial certificates, and document preparation.

Partners & Affiliates

What our clients say

"We have been outsourcing our clients Self Managed Super Fund work to SMSF engine for a number of years. This way we can be confident that our client’s SMSF’s are being handled by a team that is well versed in the compliance issues specific to SMSF’s. The process is so easy to follow and the service provided is always of an extremely high standard. SMSF Engine has been invaluable for a small practice such as ours.
Angelene Peacock | Summit Accounting
"We have worked with SMSF Engine for the past couple of years, choosing to outsource all of the administration and auditing aspects in relation to our clients’ self managed superannuation funds to them. I cannot recommend their services highly enough – the turn-around time is rapid, the team is always a pleasure to deal with, and communication through their website including logging of jobs, tracking work in progress and finalising the jobs is simple thanks to the simplicity of the website. Most importantly, they work with us in order to ensure that our clients consistently receive the highest professional service standards we can offer.
Kirsten Seage | Arnold & Finlay
"Thank you very much for taking the time to get back to me. Assured Super have been great with our clients financials that you have prepared for us. Lastly, your guys service has been fantastic and Abra you have amazing with your advice and assisting me with various client issues so thank you for all your help. Bobby
Bobby | Nationwide Service
"The people at SMSF Engine have come up with a system that has taken all the pain out of SMSF administration and audits for our firm. We can now spend our time assisting clients with their key business issues rather than being tied down with endless SMSF compliance rules and changes. SMSF Engine is a quality service that has really helped our practice.
Mark Rowberry | 360 Business Advisory

Make an Appointment to speak with one of our Specialists