The SMSF Expert

Finance · 51-200 Employees

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Overview

Phone Number

+61 280748599

Revenue

$9.2 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
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Dec
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ZI Rank
1
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About The SMSF Expert

The SMSF Expert is an AFSL holder designed specifically for accountants who merely want to be licensed so that they can continue to provide advice to their clients to establish or wind up SMSF's and provide advice around superannuation contributions and pensions. We have set up this license so that we can service the accounting profession. We cannot sell products, we are not aligned to any financial institution and we are not interested in getting all your referrals. It is just about quick efficient service. We will make our income for the fees you pay us and that is all. No kick backs in either direction. We understand that when you simply want to advise a client to roll back a current pension to combine with their accumulation and commence a new pension you don't want to have to go through a lengthy SOA process that will cost them thousands. Because of this we have very specific processes for these specific tasks so that you complete the advice process very quickly and for virtuallyRead more
The SMSF Expert's Social MediaPopular SearchesThe SMSF Expert Pty LtdSMSF ExpertsSMSF ExpertThe SMSF ExpertSMSF Expert Pty Ltd/TheSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The SMSF Expert

$9.2M
51-200
Private
-
2012
N/A
$8.6M
11-50
Private
-
2000
AD
Anthony DunnManaging Director
$7.8M
11-50
Private
-
-
PO
Patrick O'NeillPrincipal and Independent Financial Adviser
$6.5M
11-50
Private
-
-
N/A
$5.9M
11-50
Private
-
1997
Raymond Pecotic, Managing Director at Empire Financial Group
Raymond PecoticManaging Director
$5.7M
11-50
Private
-
-
KG
Kevin GilliganManager, Investment
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The SMSF Expert is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The SMSF Expert is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The SMSF Expert.

The SMSF Expert Tech Stack

A closer look at the technologies used by The SMSF Expert

Top Finance Companies

Frequently Asked Questions Regarding The SMSF Expert

What is The SMSF Expert's official website?
The SMSF Expert's official website is www.thesmsfexpert.com.au
What is The SMSF Expert's Revenue?
The SMSF Expert's revenue is $9.2 Million
What is The SMSF Expert's SIC code?
The SMSF Expert's SIC: 62,628
What is The SMSF Expert's NAICS code?
The SMSF Expert's NAICS: 52,523
How many employees does The SMSF Expert have?
The SMSF Expert has 51-200 employees
What industry does The SMSF Expert belong to?
The SMSF Expert is in the industry of: Finance, Business Services, Securities Trading
What is The SMSF Expert competition?
The SMSF Expert top competitors include: Hindmarsh Square Wealth Advisers, Self Managed Super Funds, Financial Force, Strategic Wealth Services
What technology does The SMSF Expert use?
Some of the popular technologies that The SMSF Expert uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact The SMSF Expert?
The SMSF Expert contact info: Phone number: +61 280748599 Website: www.thesmsfexpert.com.au
What does The SMSF Expert do?

The SMSF Expert is an AFSL holder designed specifically for accountants who merely want to be licensed so that they can continue to provide advice to their clients to establish or wind up SMSF's and provide advice around superannuation contributions and pensions. We have set up this license so that we can service the accounting profession. We canno... t sell products, we are not aligned to any financial institution and we are not interested in getting all your referrals. It is just about quick efficient service. We will make our income for the fees you pay us and that is all. No kick backs in either direction. We understand that when you simply want to advise a client to roll back a current pension to combine with their accumulation and commence a new pension you don't want to have to go through a lengthy SOA process that will cost them thousands. Because of this we have very specific processes for these specific tasks so that you complete the advice process very quickly and for virtually no cost to your clients. We understand your business as we are also accountants.Read More

What are The SMSF Expert social media links?
The SMSF Expert Linkedin page The SMSF Expert Facebook page
Is The SMSF Expert a public company?
The SMSF Expert is private company therefore does not currently have an official ticker symbol
See more information about The SMSF Expert

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