SMSF Direct Competitors

Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services. With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic advice, continuous evolution, and a one best way process. It is an amalgamation of these beliefs which has positioned Findex as the pre-eminent thought leader in the financial advisory and accountancy space. Boasting a wide and strategically dispersed presence across Australia and New Zealand, Findex is passionate about ensuring clients are provided access to the very best expertise they need, and robust financial solutions that will ultimately see them through their entire business journey.

Who we are? • We are the only “enterprise” SMSF administration platform business in Australia. • As an enterprise solution, with end-to-end technology and administration capability, we can integrate with client and supplier applications. • We own our general ledger software, our workflow solution and processes, Data Hero® document automation, we have our own client portal, and all linking end-to-end to the technology platform that we own, control, and can scale. • We are one of only three SMSF accounting software solutions in the market. • We are the only accounting software provider to small APRA funds (“SAF”) in the market. • We offer enterprise-level information security with ISO 27001 and SOC 2 accreditation. • We are an approved SuperStream and ATO Digital Service Provider participant. • We are a business with deep technical in-house expertise to support the complex needs of SMSF. Why is this so important? At a base level, enterprise means owning the technology – the source code – that can streamline and simplify complex business processes. Being an enterprise administration business means owning our own software, our own workflow solution and processes, having our own client portal, and all linking end-to-end to the technology platform that we own and control. It means having control to make changes when needed rather than the risk of being reliant on a third-party software supplier. It means our business solution can scale to handle hundreds of thousands of clients when our largest competitor can only manage a few thousand clients. It means having the capability to integrate with client and supplier applications. It means having control of our security environment and cyber posture that defends us from attack and controls our content after it leaves our firewall. It means we can build integrated technology solutions for institutional level partner businesses – something our competitors are unable to offer.

ESUPERFUND is a One-stop Shop for SMSF Admin Needs. Based in Melbourne, we have helped thousands of SMSF investors establish and manage their SMSFs since 2006. ESUPERFUND is more than just a company, we administer self-managed superannuation funds (SMSFs) with a commitment to innovation, education, and client-centric solutions. Download our SMSF Factsheets and learn more today > https://www.esuperfund.com.au/factsheets/smsf ------------------------------------------------------------------------------------- Don't miss out on our SMSF Free* Setup > https://www.esuperfund.com.au/fees/learn-more When setting up an SMSF, it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF, including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees. Find disclouser and T&C here > https://www.esuperfund.com.au/disclosures/disclosures ------------------------------------------------------------------------------------- ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715, AFSL 340762.