Sponsors

Platinum Sponsors

Kloud Connect is a practice management software designed for accountants by accountants. Our team is entirely made of accountants or professionals who closely work with the accounting industry; so we understand and deeply relate to the problems and limitations accounting firms face. We are focused on delivering innovative, efficient, and user-friendly solutions that go beyond what platforms offer today and helping accountants simplify their day-to-day.

Our vision is to build the firm of the future - excellence through improved productivity, data-driven decision-making, planning and forecasting, better resource allocation and improved client satisfaction. We leverage best practices in cloud computing and data analytics to help firms stay ahead of competition, and maintain compliance with regulatory standards.

Solutions Centric is a trusted outsourcing and offshoring provider for accounting and financial advisory firms in Australia. Established in 2016, we specialise in delivering tailored, high-quality solutions to meet the unique needs of our clients. Our service lines include SMSF, Tax & Compliance, Audit, Marketing Advisory, Paraplanning, and Portfolio Administration. We believe in transparency, integrity, and continuous improvement. We enable firms to increase their capacity, efficiency, and profitability through timely, value-added support that lets them achieve their business goals.

We pride ourselves on our collaborative approach and commitment to fostering long-term partnerships. By leveraging India's extensive and qualified talent pool, we offer seamless integration of niche expertise that aligns with Australian standards and practices. Our team of trained professionals is dedicated to helping Australian firms achieve operational excellence, drive sustainable growth, and focus on core competencies.

Founded in 2010, TOA Global has grown exponentially to become a leading accounting outsourcing services provider exclusively serving the accounting industry. For over 10 years, our trusted outsourcing solutions have empowered 1,100+ firms worldwide to increase their capacity, reach their business objectives, and optimize their operational efficiency.

Guided by our founder and CEO, Nick Sinclair’s personal experience of running his own accounting firm, we at TOA Global understand the evolving challenges firms face in today's dynamic business landscape and tight labor market. By establishing offices in key areas, such as Texas, USA, Toronto, Canada, Gold Coast, Australia, Cape Town, South Africa, and the Philippines, TOA Global brings elite accounting talent closer to places that need it most.

Today, TOA Global is powered by a growing team of over 3,700 job-ready accounting professionals in the Philippines, making it one of the largest employers in the country's accounting sector. Whether you need accounting generalists, junior bookkeepers, or US-trained CPAs, TOA Global has the solution to every firm’s staffing and talent woes.

Gold Sponsors

accountantsGPS was established to support accountants and those within the SMSF industry, by developing the first digital platform of its kind in Australia for Self- Managed Super Funds (SMSFs). In just a few minutes, the platform digitally produces a tailored strategic assessment of an SMSF’s; financial, compliance & wealth status, via the generation of the factual ‘SMSF Check-Up Report’. The accountant can confidently present the report to clients without requiring a license. It also helps to improve productivity, allowing them to spend more time with SMSF clients dealing with strategic matters, as well as creating a new revenue stream.

For over 2 decades, Accountancy Insurance has been the provider of choice for thousands of firms. As accountants ourselves, we understand your needs and offer insurance products that help accounting professionals stay on top of their business.

Since its founding, Accountancy Insurance has grown to be the leading provider for tax audit insurance. Our ISO certification ensures we are operating to the highest industry standards.

Australian accountants are also benefiting from our comprehensive professional indemnity insurance; PI Shield, and in-demand cyber insurance; Cyber Shield.

To learn how your accounting firm can benefit from these popular offerings call 1300 650 758 or visit www.accountancyinsurance.com.au

Accurium’s award winning service provides actuarial certificates within minutes. Seamlessly place your orders through our user-friendly online portal or via prominent SMSF accounting platforms. As a valued actuarial certificate client, you gain exclusive access to Accurium’s Education platform and a range of benefits including up to 10 hours of complimentary CPD.

Accurium Education provides professional development that is trusted, flexible and practical, led by our respected SMSF and Tax experts. We provide engaging and practical training that simplifies complexities and emphasises what’s important. Our training is suitable for accountants at every career stage, from newcomers to seasoned professionals.

Accurium is your trusted partner, our specialised services are designed to cater to the distinct and evolving requirements of accountants and financial advisors.

Find out how we can help you.

ANZ Adviser Services has been delivering cash solutions across financial service intermediaries for over 20 years.

Our fixed and at-call cash solutions are offered via the ANZ Term Deposits and ANZ V2 PLUS products, which can support the needs for both customers and their advisers or service providers.

ANZ V2 PLUS is an integrated cash management and share trading account that can maximise investment returns without the need to sacrifice flexibility or security.

We understand how important it is for our intermediaries to service their customers their way, which is why our ANZ dedicated Adviser Services Team is here to support you. Together we can help you tailor cash management solutions for your customers, ranging from individuals through to more complex SMSF's and Trust structures. We're committed to building long term partnerships through listening and understanding, so we can best support you to build wealth for your customers.

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ATOmate is the fast, simple, and secure ATO document automation solution for accountants. It integrates directly with the ATO to automate the capture, processing, checking, and distribution of ATO documents, reducing processing time by 90%. ATOmate automatically redacts TFNs to keep your client's data safe and secure. It seamlessly integrates with your practice management system to match clients and check for discrepancies, and with your document management system to automatically file documents and audit trails. ATOmate creates personalised communications with a choice of delivery options, ensuring your clients are always informed. Reclaim valuable time spent on repetitive administrative tasks with ATOmate, allowing you to focus more on your clients.

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We are an award-winning specialist SMSF audit firm working with over 500 clients throughout Australia. Since 1994, ASF Audits has remained a leader in the SMSF industry, providing a quality SMSF audit service that delivers value and excellence.

With our head office based in Adelaide, we have offices in Melbourne, Newcastle and Sydney and over 140 staff, comprising 12 registered SMSF auditors.

Our long-term industry partnerships provide tangible benefits to clients through the development of one-click technology that integrates effortlessly with Class.

By achieving a unique balance between technology and client service, we can remove barriers in the audit process and concentrate on building client relationships and trust.

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Canni Money specialises in the refinancing of Limited Recourse Borrowing Arrangements (LRBAs) for Self-Managed Superannuation Funds (SMSFs). At Canni our mission is to help SMSF trustees access competitive rates and modern loan features, allowing them to grow their retirement funds efficiently. We are able to link (with firm permission) to Class Super data and identify quickly all LRBAs that could be refinanced to lower rates. Our refinance application process is data driven with no complex forms to fill. We are able to facilitate refinances to save clients thousands in days not weeks or months.

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Cloudoffis optimises workflows for the SMSF industry, making your operations more efficient while empowering your team to elevate your own customer experience. Class Workpapers powered by Cloudoffis is available for free for Class SMSF Accountants. Together, Class and Cloudoffis helps you take control of the end-to-end SMSF process so that you get better visibility of every SMSF fund you manage. Automate your workpapers, submit audits in just one click and track your audit jobs & status with ease. The introduction of over 10 new features and enhancements to Cloudoffis Sorted Lite further streamlines the management of your client SMSF's on Class.

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Evolv is a specialist provider of SMSF audit services utilising advanced technology solutions developed by auditors, for auditors. A pioneer in the industry, Evolv launched and employs the Evolv audit software platform to streamline and accelerate the SMSF audit process. Having partnered with numerous clients over many years, we are proud of our track record providing high quality, timely and cost effective SMSF audit outcomes for our clients.

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We look after just about everything when it comes to SMSFs, and our goal is to help everyone benefit fully from the super system.

Our services reflect this holistic commitment and include high-quality administration, compliance and technical support, as well as comprehensive free and paid education and events.

We’re best known for our independence and the specialised technical expertise that comes with our deeply practical, rather than theoretical, lens. We’ve been listening to, learning from, and sharing widely all that we’ve cultivated through our 25 years in this industry with the aim of helping to create a more accessible and rewarding superannuation system for everyone.

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For over 20 years Oxygen Home Loans has been providing best in class mortgage services to more than 27,000 happy customers and $11 billion in settlements.

With Oxygen SMSF lending, you are dealing direct with the lender (not a broker) for quick decisions at competitive rates. Oxygen has SMSF Specialist Advisor (SSA) accreditation for expert advice and guidance on scenarios and is backed by a team to ensure every loan is handled with personalised care from enquiry to settlement.

Macquarie’s Banking and Financial Services group comprises Macquarie’s retail businesses, providing a diverse range of personal banking, wealth management and business banking products and services to retail clients, advisers, brokers and business clients.

We offer wrap platform and cash management services, investment and superannuation products, financial advice, private banking, stockbroking, business lending, deposits and payments solutions, as well as a broad range of retail banking products including transaction and savings accounts, credit cards, and home loans.

We have dedicated specialist teams, with deep industry expertise, access to knowledge and insights, and a network of professional contacts, to help you stay relevant, maximise efficiency, and identify growth opportunities.

SMSF Auditing Australia is an independent SMSF audit services provider with a panel of auditors that have over 20 years of combined experience. SMSF Auditing Australia offers a dynamic and cost-effective model that can be tailored to your needs.

With a focus on integrity and transparency, you can count on SMSF Auditing Australia to become a quick and reliable extension of your team.

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SuperRecords delivers better efficiency, increased capacity, and larger profit margins to SMSF professionals. And with 17 years of experience in the industry, SuperRecords has become an integral part of the success story of thousands of Australian firms.

With 1,500+ qualified and experienced staff, SuperRecords becomes a seamless extension of your team and takes care of your time-consuming admin tasks so you can focus on higher value activities.

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