You manage the relationship. We manage the SMSF.
When you use Altimus, we remain invisible to your clients and become a seamless extension of your business. We become your trusted partner, dedicated to making you look good.
Through our cloud-based software, you have full visibility of all funds at all times. You can log in to the portal, see the workflow on jobs, and be in control. Support is only an email or phone call away.
We're with you every step of the way.
We keep you abreast of industry and statutory changes, so you can pass on relevant advice to your clients. Plus, our real-time reporting allows you to communicate with them on possible SMSF compliance issues at any point in the year, not just at the financial year end.
Importantly, we have the capacity and resources to manage additional funds as you grow. Our plan is to be with you every step of the way, and help you succeed.