Partners

Accurium is an award winning actuarial certificate and SMSF education provider.
Accurium is Australia’s largest supplier of actuarial certificates and provide actuarial certificates direct via our easy to use online portal and integrations with leading SMSF accounting software platforms BGL, Class and SuperMate.
Accurium is an SMSF Association Accredited Educator and committed to delivering high standards of SMSF education, our statistics demonstrate that we are also one of the largest education providers in the SMSF space.
The Accurium TechHub is an online learning platform to help you expand your SMSF knowledge and gain valuable CPD hours through research, articles and accredited webinars. TechHub is available free for Accurium’s actuarial certificates clients and provides at least 10 hours of accredited CPD each year. TechHub subscribers receive discounts to all TechHub CPD+ events including webclasses.
www.accurium.com.au

HALO Technologies Global Research and Investment Solution (HALO) is a cloud-based technology that has been developed by the market professionals at HALO Technologies.

HALO delivers institutional-grade analytical research tools to Advisers and investment professionals, allowing them to make more informed and confident investment decisions.

HALO offers global company and market insights coupled with a market-leading omnibus and custody trading interface making it one of the most powerful investment tools available on the market today.

Through HALO, Advisers can analyse and invest in over 30,000 shares and ETFs across 30 different exchanges including the ASX, NASDAQ, NIKKEI and more. They also have access to 26 ready-to-invest thematic share portfolios which is unique to HALO.

Growing wealth management and integrated advice businesses
At Lonsdale, we are more than just an AFSL provider. We’ve been working with financial planners and accounting practices for over 30 years, and our experience lies in growing wealth management and integrated advice businesses.

When you become an authorised representative with us, you become part of a like-minded business community and get to work with a passionate team of professionals. Together with practice management support and business coaching you have access to technical support as well as advice templates and tools. This, together with our industry leading training and continuing professional development opportunities, gives you more time to spend on building your business and developing relationships with your clients, both old and new.

Get in touch
If you are looking for a tailored solution, call us on 1300 LONSDALE (1300 566 732), visit our website www.lonsdale.com.au

Heffron is an independent SMSF specialist firm helping trustees, financial advisers and accountants use SMSFs effectively as a retirement saving structure.

For 20 years we have been at the forefront of providing SMSF solutions and today we are one of Australia’s largest independent SMSF service providers.

Our team of market leading experts provide education and training, technical support for advisers and accountants, and implementation services such as administration, actuarial certificates and document creation. With our many years of practical experience we can help you make SMSFs better for your business and your clients.

We also have a range of interactive online tools which can give you access to Heffon’s technical expertise at your finger-tips, wherever you are, every single day. The Heffron Super Companion and Super Toolkit are written by our SMSF experts, reviewed and regularly updated to include the latest information. Request a live demonstration today.

Established in 2013, Independent Reserve is Australia’s most trusted cryptocurrency and OTC trading desk. Over 200,000 customers, including thousands of SMSFs trust Independent Reserve to easily buy and sell Bitcoin, Ethereum, XRP and other major cryptocurrencies. Independent Reserve offers a range of innovative features, including the KPMG tax estimator, AutoTrader and world-class security.

We saw a problem, so we reimagined it. LightYear Docs was founded on the belief that providing practical solutions that improve an accounting or financial services business would revolutionise the often-complicated legal documentation and client advice process. Designed with you, your business and your clients in mind, our innovative platform allows you to create documents, learn and implement strategies and benefit from expert knowledge, partnerships, and member benefit programs. We help professionals reimagine their businesses from day one by empowering them with some of Australia's most strategic and advanced documents, collaboration tools, and strategies. The LightYear Docs unique document wizard provides access to more than 150 different legal documents and strategy packs (or workflows) with full legal sign-off from Abbott & Mourly Lawyers. And the revolutionary LY Surge app ensures we're ready to help your practice be the best it can be, where and whenever you are. 

Evolving from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister (both accredited SMSF specialists) – “Our focus is simple. To bridge the gap in training, documents and tools so you can grow your business through self-managed super funds.”

We provide thousands of practitioners with SMSF, pension, compliance and legal documents. As well as hands on skills and information needed to incorporate best-practice into your SMSF business. We are committed to helping accounting and financial advisers understand SMSF’s and stay ahead of the curve in a highly dynamic field.

As time is everything for accounting and financial planning professionals, staying current and having immediate access to compliant SMSF resources is the only way to implement best-practice outcomes for your clients. It’s a simple strategy that, without the right support, can be complex, risky and time consuming. That is why we developed our online platform to work
seamlessly with the cloud-based SMSF software you use.

Involving us in your practice gives you back the time you need to focus on your clients and your own strategy for success.