AA Solutions | Service Showcase | SMSF Events
Adviser and Accountant Solutions (AAS) is all about empowering Financial Advisers.
SMSF, Investment Portfolio, Admin & Tax.
Financially Organised clients serviced by Financial Advisers with online access to all documents related to SMSF Administration and Tax.
Plus full online Investment Portfolio Management and Reporting (Data Aggregated) with Client, Family and Advice Practice view.
Email Tailored Client Portfolio reviews direct from system (white label), and choose to provide clients online portal access.
Everything at your finger tips with organised and informed clients.
Events & Information
Building a Successful SMSF Business | EMPOWERING ADVISERS
Join us for an informative session and lunch where we’ll share insights on AAS Services.
The session will also cover engaging and valuable information about the SMSF landscape, providing you with key updates and opportunities.
The service overview provides an illustration of how AAS can empower you as an Adviser.
With a demonstration on the client Investment Portfolio Management and reporting capabilities via the service portal to enhance your service offering.
The AAS mission is to EMPOWER ADVISERS with administration, tax, reporting and client communications. All in one powerful tool supported by a team of experts.
Visit Website - AA Solutions
Next Event
BUILDING A SUCCESSFUL SMSF BUSINESS | EMPOWERING ADVISERS
Upcoming Events Schedule
NEWCASTLE | Friday 11th October 2024 - Newcastle Club - REGISTER
SYDNEY | Friday 18th October 2024 - REGISTER
WOLLONGONG | Friday 25th October 2024 - REGISTER
BRISBANE | November (FAAA Conference) 2024 - TBA
Please email Lucy Jenkins to register and book your seat: lucy@aasolutions.net.au
Coming Soon:
ALBURY - DUBBO - PORT MACQUARIE - PERTH - LAUNCESTON - HOBART - More to come.
Register interest: lucy@aasolutions.net.au
WATCH - Testimonial
Chris Burge (SMSF Specialist Adviser & Portfolio Manager) discusses the the benefits of using the AA Solutions SMSF Administration and Portfolio Management Service for his clients and managing the Practice.
- SMSF Establishment
- Access Documents
- ASS Account Manager
- Investment Portfolio Management
- Tailored Client Reports
- Customised Practice Report
- Client Record of Advice
- Client Reviews
- Contributions tracking
- Pension Payments
Short Videos
AAS Service & Benefits
SMSF Admin, Compliance, Tax
Client Reports, ROA, Reviews
Watch Full 6 Minute Review
Chris Burge, SMSF Specialist Adviser | Director, Merit Wealth