Scale Your Practice Without
Growing Headcount

Sydney

Thursday, 21 May 2026

12 Micron, 100 Barangaroo Ave

Melbourne

Thursday, 28 May 2026

Venue TBA

Scale
with Structure

Structured operational support for the Australian Financial Services industry to improve efficiency, create capacity and increase profit margins

Improve efficiency, create capacity and increase profit margins

Fast and effective outsourcing services for the Australian Financial Services industry

Book a Demo

Improve efficiency, create capacity and increase profit margins

Fast and effective outsourcing services for the Australian Financial Services industry

Book a Demo

SMSFs processed

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Tax returns processed

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SOAs/ROAs prepared

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Audits supported

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Financial services clients

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Years of experience

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Not your typical outsourced firm

We’re a seamless extension of your existing team. We have over 1,500 experts providing services that include accounting outsourcing, paraplanning outsourcing, SMSF outsourcing, SMSF audit outsourcing, loan processing outsourcing, and mortgage processing outsourcing.

We don’t just connect you with resources, we take on the time consuming staff training and management as well. Our unique outsourcing model is fast, flexible, reliable and affordable.

With us, you get:

People – 1500+ qualified workforce that are recruited, trained and managed by us to be a high performing extension of your existing team

Performance – CPA recognised partner status, dedicated account managers, quality assurance,RG146 certified management and fast turn around times

Technology – A dedicated Centre of Excellence division with a focus on process automation(including Robotic Process Automation) and optimal use of existing and emerging technology

Protection – ISO 27001 data protection, encrypted servers and geographic diversity to ensure business continuity

Support – Dedicated account managers, a real time secure workflow portal and direct communication with your SuperRecords team

Plug and Play

79% of our clients are up and running in less than 7 days

Data Protection

ISO27001 certification to ensure iron clad security of all data

Flexibility

Pay per job, enabling you to scale up and down as needed

Real Time Portal

Status of all tasks at your fingertips in real time

Staff Management

You delegate the work and we take care of all staff management

Ongoing Training

Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date

Robotic Process Automation

Application of RPA to connect unrelated software and maximise efficiency

Quality Assurance

All work is subject to our internal quality checks before being delivered to you

Services

SMSF Admin Services

Save time and money.

Our qualified team does the SMSF processing heavy lifting for you, ensuring you meet all compliance obligations with ease.

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Paraplanning Services

Achieve efficiency and accuracy.

Fast SoA turnaround and quality checked by our RG146-certified reviewers, you can rely on the accuracy of every SoA we produce.

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Business Services

Delegate with confidence.

Our team takes care of your tax & compliance, bookkeeping, payroll and other time consuming back office tasks so you can get back to business.

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Audit Back Office Services

Scale up or down as required.

We’ll take care of the time consuming Audit preparation so you can take on more audits and focus on your clients.

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Mortgage Processing Services

Create capacity and efficiency.

Don’t get bogged down with time consuming loan processing. We do the grunt work so you have more time for your clients.

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Virtual Practice Admin Services

Focus on higher value activities.

Avoid stress and overwork by delegating back-office tasks to our skilled team. We’ll take care of your admin so you can focus on your business.

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