SMSF Engine: SMSF Specialists

SMSF specialists with complete back-office solutions for SMSF trustees, accountants and advisers.

Who We Are

Since 2012, our team of SMSF specialists has been providing a comprehensive range of flexible administration packages and professional and friendly service to our network of SMSF accountants and financial advisers.

Our clients are SMSF specialist accountants and advisers. They can focus on providing value-added services to their self-managed super fund clients while we take care of their back-office compliance and SMSF administration needs. They outsource non-core work to us while remaining in control of their client relationships.

We now also offer a full-service administration package directly to trustees of self-managed superannuation funds.

Why Choose Us

We are local SMSF specialists who understand your needs and offer a flexible combination of SMSF services that will serve you best. We use technology to streamline processes and improve your efficiency, and we back our service with a team of professionals chosen for their specialist SMSF knowledge and expertise.

Flexible Packages For SMSF Specialists And Trustees

You can choose from one of our packages and add more services if you need them.
There are fixed costs per service. You know what you will pay and are not restricted by the number of transactions or the size of the self-managed superannuation fund. Bundling services together is a very cost-effective option for an SMSF specialist.

For SMSF Accountants And Advisers

We provide the level of service that best suits your practice:
  • Annual for year-end requirements, including audits
  • Daily for ongoing administration of all transactions
  • Daily Plus for ongoing administration, plus liaising directly with the trustees of your funds for answers to queries and documents
Other SMSF specialist services. These include:
  • Establishment and deeds
  • Actuarial certificates
  • Investment strategy preparer
  • Property valuations
  • Title searches

We have dedicated account managers who provide free technical support to the accountants and advisers we work with.

Our economies of scale mean that we can provide these services to you at a fraction of the cost of doing it yourself.


For Self-Managed Super Fund Trustees

SMSF Engine helps you take charge of your self-managed super fund. We offer a complete Daily Plus administration solution to SMSF Trustees. We make sure you meet your taxation obligations and claim your superannuation benefits according to Australian Taxation Office requirements. We monitor compliance with other regulations to protect your retirement investments and future pension income.

And if you are just setting up a self-managed superannuation fund, we can help with establishment and deed services too.

We Are Local And Independent

We are local professionals, with offices in Sydney and Melbourne. We are trained in SMSF compliance for Australian super funds and fully understand the requirements and expectations of our clients.

We are readily available in the same time zone and can quickly respond to clients who have technical problems and want answers that they can understand.

We are part of an ASX Listed Company, and are focused solely on providing specialist SMSF services. We do not have any conflicts of interest and do not have any interest or incentive in providing you with additional products.

Automated Online Administration

We use cloud-based technology and an easy-to-use online portal to streamline processes and improve your efficiency.

We provide the level of service that best suits your practice:
  • We ensure safe data handling protocols.
  • Our software synchronises with your fund’s bank account, and transactions are processed every day.
  • You can have 24/7 access to all your data.
  • If you are an accountant or financial adviser, we can set up your clients on mobile devices to stay engaged with their self managed super fund.

Streamlined Processes

Several documents are needed to successfully complete a set of SMSF accounts. They include actuarial certificates, residential property valuations, title searches, minute templates or a fund investment strategy.

Our document management processes and various checklists and templates save you time and energy and make it easy to source whatever you need.

We provide a wide range of resources – see our helpful videos, user forms and FAQs.

Summary Of Services

Daily Administration & Audit

All your annual compliance requirements, including audit. PLUS 24/7 access to Clients, Trustees and Advisers.

Annual Administration & Audit

Comprehensive SMSF compliance service including fund annual financial statements, tax returns and member statements.

Other Services

Standalone audit, fund establishment, property valuation, title searches, actuarial certificates and more.

Our Team

Mark Phillips

Manager

Mark is a highly qualified SMSF specialist. He has over 30 years of experience in the financial services industry and leading fund managers and self-managed super funds within Australia. He holds a Bachelor of Business (Accounting) and a Graduate Diploma in Financial Planning.
Mark is a member of the National Tax & Accountants’ Association (NTAA) and a Registered Tax Agent specialising in superannuation.

Alex Polorotoff

Team Leader

Alex has a Bachelor of Commerce from Deakin University, a CA, and a Dip Ed in Financial Planning. Alex has held senior roles at several SMSF businesses, giving him the experience required to serve our clients.

Duc Hong

Tax Accountant

Duc has been specialising in Tax and SMSF consulting since 2007. He completed a Bachelor’s with a Commerce/Arts Degree at Monash and then took several industry roles specialising in tax and accounting advice.

Alicia Thomson

SMSF Accountant

Alicia completed a Bachelor of Commerce Degree at Deakin University, majoring in accounting and finance. She has a strong understanding of SMSFs and managing SMSF administration.

Abra Chowdhury

Tax Accountant

Abra holds a Master of Professional Accounting (MPA) from Central Queensland University. He has specialised in Self-Managed Superannuation for over five years. He works closely with alliance partners around Australia, using Engine’s technologies to improve client efficiencies, manage workflows, and ensure administration and compliance align with SMSF legislation and taxation rules.

Linda Phillips

Fund Administration Manager

Linda has over 15 years of experience in Superannuation Administration and has been part of the support team at Engine since 2017.

Brent Jones

MD Sequoia Professional Services

Brent Jones is the MD of Sequoia Professional Services which includes: Sequoia Superannuation, SMSF Engine, Constitute, NTAA Corporate, Docscentre, InterPrac General Insurance and InterPrac Corporate Insurances/PI Markets.
Sequoia launched SMSF Engine to assist accountants and advisers achieve good outcomes for their SMSF clients at an affordable cost. The business joins the technical skills required to maintain fund compliance with the passion for streamlined processes.

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