A specialist referral partner built for financial planners
The SMSF Accountant, founded by Melbourne-based CPA Diana Morris, has been solving this problem for financial planners across Australia since 2010. The practice focuses exclusively on the SMSF sector, offering a complete suite of accounting, tax, and compliance services – with no financial advice, no conflict of interest, and a fixed-fee model that keeps costs transparent for both planners and their clients.
For financial planning firms that want to keep providing advice to SMSF clients without taking on the compliance burden, The SMSF Accountant operates as a seamless outsourced partner. Financial planners continue to manage the advice relationship while Diana’s team handles all the accounting and tax work, from annual financial statements and tax returns through to ATO liaison, SuperStream rollovers, and independent audit coordination.
The service is also fully flexible on branding. Documentation can be white-labelled under the referring firm’s name, client communication can be directed entirely through the planner, and fees can be invoiced to the firm for on-charging. For practices that prefer a more hands-off arrangement, The SMSF Accountant can also deal directly with clients on the planner’s behalf.
Why the SMSF outsourcing model makes sense right now
With superannuation legislation continuing to change at pace – and the 2026 Federal Budget reinforcing super’s status as Australia’s most tax-effective investment structure – demand for specialist SMSF advice and compliance services is only growing. For financial planners, the question is not whether their clients need SMSF support, but whether they have the right specialist in their corner to deliver it.
The SMSF Accountant also handles corporate trustee establishment and ongoing ASIC obligations, LRBA structures for clients borrowing to purchase property, and technical SMSF advice across all areas of superannuation and taxation – services that generalist accountants often struggle to deliver with the depth of expertise these complex structures demand.
Australian-based, personal, and fixed-fee
In an environment where outsourcing often means offshoring, The SMSF Accountant is entirely Melbourne-based. Every member of the team works locally, all services are delivered remotely via streamlined systems, and clients always deal directly with the professionals managing their fund – never a call centre or overseas team.
For financial planners looking to strengthen their SMSF referral relationships and deliver a more complete service to clients, The SMSF Accountant is worth a conversation.
Give your SMSF clients the specialist support they need, without adding to your workload. Contact Diana Morris on diana@thesmsfaccountant.com.au to find out how a white-labelled partnership could work for your practice.
Diana Morris