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 2022 AdviceTech Report shows that the top suppliers of SMSF administration software used by wealth professionals and financial advisers include: Class Super (50.5 per cent of advice firms), BGL (25.8 per cent) and SuperConcepts (20.6 per cent).

 

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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How are advice firms using this technology?

32.0 per cent of advice firms use SMSF administration software for their clients. Of those that don't use this technology, the majority (61.1 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.

Reports

2022 AdviceTech report

Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.

AdviceTech and the staff experience

This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.

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AdviceTech and the client experience

In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.

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AdviceTech 2022 Buyer's Guide

Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.

Download the guide

AdviceTech Resources

More AdviceTech resources

Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.

Workshop

AdviceTech Roadmap workshop

Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.

Access the workshop

Podcast

Capitalising on data with wealth technology

Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.

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Podcast

Connecting staff and technology to scale wealth firms

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.

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Article

How to decide whether to buy, build or partner

Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.

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Article

Embracing AI: Practical next steps for advisers 

The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.

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Demo day

Netwealth's AdviceTech solution

Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.

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White paper

The Established Affluent

In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.

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White paper

The Emerging Affluent

For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.

Download now