As a financial planner you would be familiar with the need many of your clients have for professional SMSF services.

Searle & Charlton offer expert SMSF software and exceptional support services designed specifically for you as a financial planner to provide for your clients.

We know you’ll be impressed with Searle & Charlton’s SMSF system which integrates seamlessly with existing CMT/CMA Accounts, Trading Platforms and Wrap Facilities.

However, there are also plenty more reasons Searle & Charlton are the smart choice for SMSF support.

Greater business opportunities
Our state-of-the-art financial administration for SMSF can be set up quickly and easily. How you present it to your clients is up to you with white label branding or co-branding options.

Expert service and support is always available
Searle & Charlton manage all corporate responsibilities, taxation, audits and compliance requirements. Technical, administrative and legal support is also at hand whenever you need it.

We are your partner
Searle & Charlton are a team of SMSF Specialists and that is what we are dedicated to. That means we will leave the financial planning and investment decisions to. We are not financial planners, just expert SMSF administrators.

Access the best SMSF services from anywhere in Australia
Whether you are based in Perth, Brisbane or anywhere in between our expert services are available for you and your clients.

Real time online reporting
Comprehensive reporting is available to you 24 hours a day and because it is online, reports are easily accessible from anywhere.

We know you’ll love the quality, value and professionalism of the services provided by Searle & Charlton. By choosing Searle & Charlton you can be sure that all SMSF services provided for your client reflect very positively on your business.

We invite you to contact us for further information. Our friendly team are keen to demonstrate the value of this system and show you the business opportunities available for you by utilising Searle & Charlton SMSF services for your clients.

Speak to a Searle Charlton Team Leader Today...>

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