Outsourced SMSF Superannuation Planning Services

Offshore SMSF superannuation consultants provide tailored planning services across Australia for CPA firms and financial advisors. From retirement planning to investment strategies, we ensure your clients' superannuation goals are met with precision and compliance.


Trusted SMSF Superannuation Partner for Australian Firms

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ATO-compliant superannuation planning

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Accuracy in superannuation strategy implementation

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Reduction in internal superannuation planning workload

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CPA firms and financial advisors supported

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Offshore SMSF Superannuation Planning Solutions for CPA Firms

Offshore SMSF superannuation consulting involves a thorough understanding of the Australian tax system, investment planning, and compliance obligations. Our offshore SMSF superannuation consultants at Globus Prosourcing have specialised expertise in providing in-depth, tax-effective superannuation planning solutions for CPA firms and financial planners.

These services include retirement planning, superannuation plans, SMSF pension services and investment strategy creation. We partner with your team to create and implement strategies for your clients' retirement objectives in accordance with compliance and maximising tax

Would You Like to Improve Your Clients' Retirement Results?

Let's talk about how our outsourced SMSF superannuation planning solutions can assist you in delivering tax-effective, compliant, and tailored retirement solutions without increasing your internal load.

Why Choose Globus Prosourcing for Superannuation Planning?

Our offshore SMSF superannuation consultants are trusted by accounting firms and financial advisors across Australia for delivering accurate, timely, and scalable planning support that fits your workflow. We have a team of highly experienced specialists who are available to provide flexible engagement models.

  • Our team is well-versed in the complexities of Australian superannuation regulations, ensuring compliance and optimal strategies.
  • We operate under your brand, following your processes and maintaining your client relationships seamlessly.
  • Whether you need support for a few clients or a large portfolio, our offshore model grows with your firm.
  • We adhere to strict data security protocols to ensure the confidentiality of client information.
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Offshore Superannuation Planning Services Built for Accounting Firms & Advisors

We recognise the significance of delivering personalised superannuation planning solutions that meet your clients' retirement objectives. Our cost-effective options have been created to maximise tax benefits and compliance, easing the workload for your internal staff.

Our offshore team blends seamlessly with your systems, follows your planning cadence, and ensures that all strategies are crafted, executed, and tracked, supported by compliance guidelines and precise documentation. Regardless of whether you're a sole practitioner accountant or an expanding firm, we provide offshore superannuation planning assistance that suits.

Our Outsourced Superannuation Planning Services Include:

  • Personalised retirement plans aligned with clients' financial goals.
  • Developing strategies to maximise superannuation benefits and minimise tax liabilities.
  • Managing pension phase transitions and ensuring compliance with pension regulations.
  • Formulating investment strategies that align with clients' risk profiles and retirement objectives.

Are You Ready to Offer Comprehensive Superannuation Planning Services?

Let our offshore SMSF superannuation consultants enhance your service offerings while you focus on core operations. We’ll manage the planning and compliance, and you will stay in control

Contact Us NOW
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Globus Prosourcing

Superannuation Planning That Works for Australian Firms

Tailored Strategies. Compliance Assured. Highest Client Satisfaction.

At Globus Prosourcing, our expert superannuation planning solutions for accountants and small businesses are intended to deliver customised, tax-effective strategies, maintain compliance, and provide complete transparency of your clients' retirement plans without growing your in-house team.

The Globus Prosourcing Advantage for CPAs & Advisors

Specialised CPA Tax Expertise

Australian Experts with Specialist Knowledge

Our professionals know local compliance, tax regulations, and planning methods, so professionalism is applied in every plan.

100% ATO-Compliant & Risk-Free Outsourcing

Real Time Reporting & Monitoring

Receive current reports, strategy analysis, and notifications to be proactive about your clients' retirement planning requirements.

White-Label Tax Services – Work Under Your Brand

Tailored Offshore Planning Solutions

We work according to your tools and rhythm, handling superannuation planning in your style without interrupting your workflow.

Flexible Engagement Models for CPA Firms

White-Label Client Communications

Our team is your back office, creating planning assistance and communications on behalf of your firm.

No Upfront Payments – Pay Only for Results

Flexible Engagement Models

We have transparent and flexible pricing. You pay only when we provide timely planning, solid support.

Let’s Build a Power-Packed Team
It’s time to provide comprehensive, compliant, and tax-efficient superannuation planning services. We’ll manage the strategies while you grow your firm or business.
Talk to Our Superannuation Planning Experts Today

Frequently Asked Questions

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Yes. We are experts at offering superannuation planning services for several clients, with each plan bespoke to client specifications.
Yes, under a white-label arrangement. We use your brand guidelines and tone of voice.
All information is processed in encrypted systems that meet Australian data standards.
Yes. We offer customised reports and monitor strategies regularly to ensure alignment with clients' objectives.
    Yes. We provide flexible engagements—short-term or ongoing assistance based on your needs.
We utilise leading platforms such as Xero, MYOB, Class Super, BGL, and others.
Yes. We offer full ATO compliance with strategy, implementation, and documentation.

Enhance Your Superannuation Planning Services

Let our offshore experts handle the complexities of superannuation planning, so you can focus on growing your business.