service details

SMSF Outsourcing for Australian Accounting & CPA Firms

Scale your SMSF practice without the compliance risk. 10th House delivers structured offshore SMSF processing and administration support — audit-ready workpapers, SIS Act-aligned workflows, and a governance model built specifically for the complexity of Australian superannuation.

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THE PROBLEM
SMSF volumes are growing. The margin for error is zero

For Australian CPA firms, SMSF is one of the highest-value and highest-risk service lines. Fund numbers continue to grow, compliance obligations are intensifying, and ATO scrutiny is increasing yet local staff with SMSF expertise are difficult to find and expensive to retain.

Generic offshore providers don't understand the SIS Act, the ATO's audit framework, or the specific workpaper standards that auditors expect. The result is files that get sent back, re-work that erodes margin, and partners spending time on administration instead of relationships.

SMSF outsourcing only works when the offshore team is trained to the same standard your auditors hold you to.

WHAT WE DO
Offshore SMSF processing built to Australian audit standards

10th House SMSF teams are trained in Australian superannuation legislation, ATO compliance requirements, and the workpaper standards used by leading SMSF auditors. Your offshore team works within your practice management system, your templates, and your review structure.

We operate your SMSF production pipeline from data collection through to year-end financials and audit prep so your partners and SMSF specialists can focus on trustee relationships and strategic advice.

SCOPE OF WORK
What your offshore SMSF team handles
SMSF Administration & Processing
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Annual SMSF account processing from source data
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Investment transaction coding and classification
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Income reconciliation dividends, rent, interest, trust distributions
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Contribution and benefit payment recording and verification
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Member account and balance reconciliation
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Actuarial certificate data preparation (accumulation/pension split)
Year-End Financial Statements
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Preparation of financial statements per Australian Accounting Standards
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Operating statement and statement of financial position
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Notes to financial statements all disclosures
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Tax return data preparation and supporting schedules
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Member statement preparation
Audit Support & Workpapers
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Preparation of SMSF audit workpaper packs
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Investment register, valuation evidence, and supporting documentation
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SIS Act compliance checklist completion
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Investment strategy compliance review documentation
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Related party transaction documentation and review
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In-house asset rule compliance checks
Compliance & Regulatory Support
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SIS Act and SIS Regulation compliance checks
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Pension commencement and commutation documentation
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TBAR reporting data preparation
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Annual return data preparation for lodgement
HOW WE OPERATE

The 10th House SMSF Operating System

STEP 01.
Fund Onboarding & SOP Development
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STEP 02.
Team Training & System Access
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STEP 03.
Controlled Go-Live
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STEP 04.
Scale & Annual Cycle Management
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Software & Compliance Alignment

Your offshore pod works entirely within your

PERFORMANCEOUTCOMES

What CPA firms achieve with a structured SMSF offshore model

50–70% reduction in cost per SMSF file
40–60% faster turnaround from data receipt to partner-ready workpapers
Significant reduction in audit queries and file rework
Partners and senior staff freed from SMSF production
Scalable capacity for SMSF practice growth without local hiring
WHY 10TH HOUSE

Built for SMSF compliance, not just cost reduction

SMSF-specific training SIS Act, ATO audit framework, workpaper standards
BGL Simple Fund 360, Class Super, and Xero-trained teams
Australian-governed delivery not a generic offshore provider
Maker-checker-approver controls on every fund file
Audit-ready output as a default standard, not an afterthought
Frequently asked questions

Insightful answers to all your key questions

1. Do your offshore teams understand Australian superannuation law?
2. Which SMSF platforms do your teams work on?
3. Who retains sign-off and compliance responsibility?
4. Can you handle increasing SMSF volumes during EOFY?