The audit function has been among the most impacted by technological advancement, but the management, instinct and experience of an auditor remain vital to ensuring compliance and integrity.
This award recognises an outstanding auditor in the accounting industry who has effectively driven revenue growth and shaped their firm’s success in the 2024 calendar year.
Based on business growth metrics as well as support and servicing, the award considers the activities, strategies and actions of the auditor in terms of driving increased revenue and efficiencies.
Business Development Manager of the Year
Business development managers are instrumental in driving the growth and reach of SMSF services and solutions across the industry. They serve as a vital link between product providers and professional partners – including advisers, accountants, and administrators – offering education, strategic insight, and tailored support that helps firms better serve SMSF clients.
This award recognises the outstanding achievements of a BDM who has made a significant impact in the SMSF space over 2024, demonstrating excellence in relationship building, market knowledge, and delivering commercial outcomes. Judges will assess the nominee’s ability to expand business opportunities, strengthen partnerships, and contribute to the broader success of their organisation and the SMSF community.
Newcomer of the Year
A dedicated and talented new generation is key to ensuring the number of Australians seeking advice continues to grow.
This award recognises the most outstanding young advice professional who demonstrated an exemplary commitment to success in their SMSF career in the 2024 calendar year. It considers the activities, strategies and actions of the professional in terms of positioning themselves for future success and growth in the industry.
Office Manager of the Year
Office managers are often the backbone of a practice, playing a significant part in keeping the business running smoothly and effectively.
This award recognises the best office manager in an SMSF firm who has demonstrated an outstanding commitment to their firm and its ongoing success. It considers the activities and actions of the manager in terms of driving support, structure, culture and success. This category does not include managers at the executive level.
SMSF Adviser of the Year
This award recognises Australia’s top SMSF advice specialist, considering not only the delivery of best practice advice but also their aptitude and acumen in offering trusted, tailored and specialist advice that underpins business growth.
SMSF Investment Strategist of the Year
In a challenging time for SMSF professionals, including advisers, this award recognises the adviser who actively pursues portfolio growth for their SMSF clients, while simultaneously ensuring their retirement assets are not compromised by any investment strategies.
Based on the strategies and tactics of the adviser, this award looks at how returns are pursued in this challenging environment, balanced with the often conservative or safe tendencies of SMSF investors.
SMSF Professional of the Year - Metropolitan
Leading professionals are increasingly expanding their reach through the advent of new technologies and practice management tools.
This award recognises the SMSF professional and/or accountant who best serves their community, while utilising innovation to ensure the ongoing success of their practice. With consideration given to business growth metrics, this award considers the activities, strategies and actions of the professional in terms of driving increased revenue and effectively serving their locale.
SMSF Specialist Accountant of the Year
Now, more than ever, amid a flurry of legislative reform and regulatory change, having a firm grasp of superannuation tax law is imperative for an accountant who specialises in the SMSF sector.
This award recognises an accountant who specialises in SMSF advice and is highly adept at guiding their clients through the rigour of reform and crucial compliance functions. It considers the professional development, expertise and strategies of the accountant in servicing and keeping their SMSF clients.
Customer Service Firm of the Year
Relationships and customer service are integral to client retention and generating referrals, particularly where personal wealth is involved.
This award recognises the firm in the SMSF and/or accounting industry which has a defined focus on exemplary customer service for its clientele for the purpose of generating new business and maintaining recurring revenue.
This category assesses the strategies, structures and plans that firms put in place to ensure a high standard of customer service for their clientele.
Multi-Service Firm of the Year
Financial services firms are increasingly recognising the benefits of diversified service offerings as far as securing long-term clients and future-proofing their firms goes.
This award recognises the firm in the SMSF industry that most effectively diversified its service offering to increase total revenue in the 2024 calendar year. Specifically, the award recognises firms offering services complementary to SMSF advice, such as risk advice and legal services.
This award considers the activities, strategies and actions of the firm in terms of driving increased revenue through diversification within the business.
SMSF Audit Firm of the Year
The audit function is one of the most vital compliance checks to ensure the integrity of the SMSF sector, yet it has arguably been one of the most disrupted in the last decade.
This award recognises an outstanding SMSF auditing firm which actively sought to drive revenue growth while ensuring a high level of quality service for its clients.
As well as business growth metrics, the award considers the activities, strategies and actions of the auditing firm in terms of best practice, and driving increased revenue and efficiencies.
SMSF Firm of the Year
The growth of the SMSF sector and the increasingly complex rules and regulations which govern the sector have fuelled the rise of a profession dedicated to the provision of SMSF advice, and as a result, businesses with a specialist SMSF focus have become common nationwide.
This award recognises the firm with a distinct SMSF focus, with staff and services dedicated to the provision of SMSF advice.
Specifically, alongside business metrics, it looks at how the firm has actively sought growth for its SMSF offerings and how it is ensuring that its clientele is receiving comprehensive, accurate and timely SMSF advice.
SMSF Technology Innovator of the Year
Technology is reshaping the way SMSFs are managed, administered, and serviced, driving greater efficiency, compliance, and client engagement across the sector. This award recognises an individual, team, or organisation that has demonstrated outstanding innovation in the development or implementation of technology solutions specifically tailored to the SMSF industry.
Whether through software development, platform enhancements, automation, or digital tools, the winner will have made a significant impact on how SMSF professionals and trustees operate, helping to simplify complex processes, improve accuracy, or deliver superior user experiences.
Training and Education Provider of the Year
Training and education providers play an essential role in providing the means with which financial advisers and accountants working in the SMSF realm can achieve their professional development and educational requirements.
This award recognises the training and education provider that is committed to providing quality training to SMSF professionals.
This is required.
Thank you for submitting! Please check your email.
