Get Started
Navigating outsourcing with Rivkin SMSF Partners is straightforward, transparent, and tailored specifically to the needs of your accounting firm. Here’s our step-by-step process to ensure a perfect fit for your business needs:
Initial Consultation
Tailoring Solutions
Discussion of Solutions: We discuss the details around our solutions including if you’d like to remain the tax agent. This stage helps clarify the type of support you need, ensuring that our service perfectly aligns with your expectations.
SMSF Agreement
Agreement Provided: After agreeing on the solution, we provide you with an agreement that includes the terms and pricing discussed.
Welcome to Team Rivkin SMSF Partners
Welcome Email: Once we have received the signed agreement, our welcome pack is emailed to you outlining the steps to onboard new or existing SMSF clients.
See What You Need - Download our Free Documentation Checklist
Simplify your SMSF administration process with our comprehensive documentation checklist. This essential resource outlines exactly what you need to collect and provide for your SMSF clients, ensuring seamless compliance and efficient management. Download the checklist today and streamline your client workflows with confidence.
Contact Us
We invite you to discover how Rivkin SMSF Partners can support you in achieving your financial goals. Contact us today, and one of our expert specialists will promptly follow up to discuss the tailored SMSF solutions we offer.