Alyansa is a CPA accounting practice and Registered Tax Agent. Our services include annual taxation, compliance and accounting, along with a specialty in Self Managed Superannuation Fund (SMSF) services.

Alyansa was established to provide a professional service to local business and taxation clients and to assist financial planners and accountants with the complex area of SMSF compliance and administration.

We provide a personal service with a professional approach.

The whole Alyansa team is accessible, friendly and attentive.

We listen, to understand your situation and apply the latest technology and practical principles to undertake your work efficiently.

As a CPA practice we maintain rigorous and ethical standards and strive to keep abreast of the latest changes in tax and superannuation law, as it applies to our clients.

For SMSF trustees, we undertake the traditional annual compliance including: financial statements, members statements, investment reports, minutes and income tax and annual return.

We also provide a "full" SMSF service, with portfolio administration, utilising the Praemium platform, through Invest Track.

Invest Track acts as the mail house for all investment correspondence so you do not have to worry about paperwork associated with your shares and managed funds. You can access your investment details and various reports online at any time, whilst at year end you are provided with annual reports and a scanned copy of all investment statements on CD.

Our full SMSF service frees your time and allows you (and/or your investment adviser) to focus solely on the management of your investments and super fund.

We also assist with technical superannuation issues and provide documentation for: borrowing in superannuation, establishment of new pensions, creation of new SMSFs and variation of trust deeds. Please contact us for our fee schedule in relation to these services.

We specialise in Self Managed Superannuation Funds (SMSFs) and provide SMSF Administration services to accountants and advisers. This is a useful service for accountants who might not have the staff, technology or resources to deal with this specialist and ever changing area.

For a summary of the benefits in utilising Alyansa as your SMSF specialist, please refer to our brochure for adviser services. Simplifying SMSF

Please contact our office on ph 1300 552 903 to obtain printed copies of our brochure, or to discuss your superannuation requirements.

We meet with you to obtain an understanding of your existing approach to your SMSF clients.

We collect relevant SMSF information. This can be through a secure client login on our website, or by email or collection of paper documents.

We provide an estimated time for completion and email a list of queries for any additional information required.

Draft financial statements and reports are prepared and provided to you via our client login or by email to you.

You provide these reports to the auditor, along with relevant workpapers. Alternatively we deal directly with the SMSF auditor.

Upon completion of audit we can print relevant financial reports for your clients or provide you with the updated BGL Simple Fund file for your system.

We try to prioritise work when received and consider any impending deadlines. Turnaround time might vary depending on outstanding queries and the type of information received. In all instances, we would try to communicate to keep you updated on progress.

For annual compliance, we have a fee schedule covering the cost of a standard individual tax return, along with average costs for financial statements and tax return for small business entities. Please contact us to obtain a quote for your annual compliance. We note our fees are generally tax deductible.

The annual compliance fee for SMSF Administration is based on the level of activity in the Fund, type of information available and the use of technology such as BankLink and Praemium. Please contact us for a quote to prepare your SMSF compliance.

For accountants that utilise our SMSF adviser service, we provide a special fee, based on your requirements. Fee options include a flat fee per Fund, or a discount to our hourly rate, depending on the number of Funds we would administer.

For individuals or advisers interested in a bundled SMSF service including annual compliance and portfolio administration, please refer to our special fee packages with Invest Track.

To find out how we can help with your accounting, tax or superannuation needs please call us on Free Call ph 1300 552 903. We would be happy to meet and discuss your situation with a no obligation meeting.