SMSF administration software

Discover the top suppliers of SMSF administration software used by wealth professionals, and learn how advice firms are using this technology.

What is the most popular SMSF administration software?

Cloud-based SMSF software is used to assist in the administration and compliance of SMSFs by trustees and their advisers.

A great SMSF administration software can benefit your advice business by helping with effective SMSF compliance, streamlining SMSF administration, enhancing reporting and improving the speed of tax return completion. 

Research from the Netwealth 2021 AdviceTech Report shows that the top suppliers of SMSF administration software used by wealth professionals and financial advisers include: Class Super (53.4 per cent of advice firms), BGL (30.1 per cent) and SuperConcepts (3.9 per cent).

 

Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

29.6 per cent of advice firms use SMSF administration software for their clients. Of those that don't use this technology, the majority (62.1 per cent) don't plan to use it in the next 24 months.

For those firms that use this AdviceTech, half (50.0 per cent) use it on a daily basis and almost a quarter (21.7 per cent) use it weekly.

An all-in-one technology and administration SMSF solution

Netwealth Self-Super combines our award-winning online SMSF investment platform*, Wealth Accelerator with cost-effective SMSF administration services to give you a convenient and efficient all-in-one SMSF solution.

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2021 AdviceTech summary video from Matt Heine

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