Partners

Principal partner

Coinstash is one of Australia’s leading and most trusted cryptocurrency exchanges. Since 2017, we have helped over 38,000 Australians securely invest in digital assets.

As a proudly Australian-owned and operated business that is registered with AUSTRAC as a digital currency exchange provider, Coinstash offers self-managed super funds (SMSFs) a safe and compliant way to gain exposure to digital assets—one of the fastest growing asset classes in the world. With same-day SMSF account onboarding, easy portfolio tracking and management, and a dedicated account manager, building and managing a crypto SMSF portfolio has never been simpler.

Through our Accountant Partner Program, we offer tailored assistance to accounting professionals with clients who invest in digital assets. This includes assistance with data and reporting, account holding statements, integrations with SMSF administration and crypto tax software, CPD training on the latest developments in digital assets and SMSFs, and access to a dedicated team of in-house crypto SMSF experts—all designed to streamline your crypto SMSF compliance.

Together, we can help you and your clients invest in crypto with confidence.

Gold partners

Accountancy Insurance is the leader in protection for accounting professionals, assisting thousands of accounting firms in Australia, New Zealand and Canada.

Leading provider of Tax Audit Insurance for over 20 years:
Since its founding, Accountancy Insurance has grown to be the leading provider for tax audit insurance in Australia, New Zealand, and Canada. Our success is a result of our collective passion for keeping our products relevant to our client needs.

Insurance products created especially for accounting professionals

We work solely with accounting professionals, so we are across industry standards and best practices. Our suite of offerings include:

Audit Shield
A comprehensive tax audit insurance which covers the professional fees incurred as a result of an official audit, inquiry, investigation, review or examination instigated by the ATO and other government revenue authorities.

PI Shield
Our Professional Indemnity is tailored specifically to the needs of Australian accounting firms.

Cyber Shield
Cyber Shield is designed specifically for accounting firms in order to provide prompt assistance with comprehensive coverage.

ANZ Adviser Services has been delivering cash solutions across financial service intermediaries for over 20 years.

Our fixed and at-call cash solutions are offered via the ANZ Term Deposits and ANZ V2 PLUS products, which can support the needs for both customers and their advisers or service providers.

ANZ V2 PLUS is an integrated cash management and share trading account that can maximise investment returns without the need to sacrifice flexibility or security.

We understand how important it is for our intermediaries to service their customers their way, which is why our ANZ dedicated Adviser Services Team is here to support you.

Together we can help you tailor cash management solutions for your customers, ranging from individuals through to more complex SMSF's and Trust structures.

We're committed to building long term partnerships through listening and understanding, so we can best support you to build wealth for your customers.

ANZ Adviser Services.

At Class, we transform the ways businesses operate within the wealth accounting industry. As an award-winning Australian technology company, we are dedicated to championing automation, simplicity, and connectivity through our innovative cloud solutions. We pride ourselves on being the trusted partner to Australia’s leading accounting, auditing, and financial advisory firms.

Class together with NowInfinity, delivers:

Trust accounting;
Portfolio management;
Legal documentation; and
Corporate compliance solutions.

Our commitment to cutting-edge technology and seamless integration enables business productivity, driving profitability and enhancing the client experience.

As technology innovators, we invite you to join us at Class, where we are redefining the future of wealth accounting and helping businesses succeed as one.

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions. Class is part of the HUB24 Group which includes the HUB24 Platform and myprosperity’s market-leading client portal technology.

Cloudstaff specializes in pioneering, enterprise-grade remote staffing solutions, backed by a commitment to excellence and a vibrant culture that drives transformative growth.

As the winner of HR Asia’s Best Places to Work, our Cloudstaff community and training academy support the career paths of passionate and loyal staff, leading to high retention.

With access to a global talent pool of professionals with specialized expertise in relevant local regulations and legislations, robust security, cutting-edge technology, and end-to-end support, we are redefining Finance and Accounting outsourcing excellence.

La Trobe Financial is Australia’s premier alternative asset manager and a proven and trusted investment partner for institutional and retail investors with c. A$20 billion assets under management.

Established in 1952, La Trobe Financial has been building the wealth of its investors across seven decades through careful attention to quality, discipline and consistent performance across the economic cycle.
Today, La Trobe Financial manages assets on behalf of almost 100,000 investors – including some of the world’s largest financial institutions – and 3,800 supporting financial advisers.

La Trobe Financial’s retail asset management business is spearheaded by the $11bn Credit Fund, the largest retail credit fund across Australia. Its flagship 12 Month Term Account has been recognised as “Best Credit Fund – Mortgages” for 15 consecutive years by Money magazine, and is consistently recognised as one of Australia’s fastest growing funds (per Rainmaker) across the Australian wealth management industry.**

To find out more visit www.latrobefinancial.com.au

Based in Melbourne, Victoria, Mint Super Audits provide independent SMSF audit services to clients across Australia. We incorporate AI-driven software and advanced automation tools to streamline the audit process. Our innovative approach delivers fast, precise, and compliant audits, allowing clients to focus on growing their wealth and achieving their financial goals.

At Mint Super Audits, we are committed to building long-term relationships grounded in trust, transparency, and professionalism. Our services are tailored to meet the unique needs of each client, ensuring a seamless experience while maintaining the highest standards of compliance. The integration of AI and automation enhances our efficiency, reduces errors, and provides clients with real-time insights into the audit process.

We partner with accounting firms and SMSF Administration firms that offer SMSF services, helping them save time and resources while ensuring complete peace of mind. Mint Super is the ideal choice for firms looking for reliable, technology-driven audit solutions that deliver results.

Remara is an Australian-based Asset Management company managing $1.6bn in funds across key asset classes, including private credit, real estate, and tactical opportunities. We take an innovative and hands-on approach as high-quality asset generation specialists through our vertical integration model, providing portfolio diversification, superior risk adjusted returns and capital preservation.

We're confident in our ability to write credit and put 5% of our capital as first loss
Our Private Credit Fund has shown consistent and strong returns with our current running yield of 13.20% (post fees)* over the last 12 months.
Monthly distributions and quarterly redemptions improving liquidity for investors

As alternative asset managers, we offer investment opportunities that leverage our expertise, experience and global reach. Our multi-faceted teams work to strengthens portfolios, enhances returns and diversifies funding for investors. Driven by a disciplined approach and robust governance frameworks, we are aligned with our investors across all of our investment vehicles. Remara was established in 2019 and headquartered in Sydney, Australia.

*Investment returns are not guaranteed, and past performance isn't a reliable indicator of future performance.

Thinktank is one of Australia’s leading specialist property finance providers to the self-employed/SME/SMSF sectors. Established in 2006, Thinktank has financed in excess of $11 billion in residential and commercial property loans to Australian businesses and experienced property investors with a proud record marked by excellence in credit quality management, loan portfolio performance and stakeholder relations. To date, Thinktank has issued over $7.5 billion independently rated (Standard and Poor’s and Fitch) commercial and residential Mortgage Backed Securities to global institutional and wholesale bondholders. In its seventeen years of operation, Thinktank has never missed a single scheduled interest or principal payment to its funders and investors.

Since inception in 2017, the Income & High Yield Bonds have met the targeted return on every payment date. The founders and executive management team of Thinktank are all highly experienced banking and property professionals with specific expertise in identifying and managing risk through economic and credit cycles. Thinktank’s Income & High Yield Bonds offer exposure to a diversified portfolio of commercial and residential mortgages and are currently yielding 7.9% p.a. & 10.8% p.a., respectively, as at 10 September 2024.

Event partner

At Smarter SMSF, we focus on delivering best-practice documents, CPD training and support for accountants, financial advisers and other SMSF professionals to ensure that you can focus on what you do best.

With products available via subscription or simply pay-as-you-go, Smarter SMSF offers reliable, scalable, low-cost automated solutions that leverage technology and our SMSF specialisation to help support your SMSF clients to comply with the regulations efficiently and cost-effectively.

As practitioners ourselves, we understand the challenges confronting you in practice today - keeping up-to-date and being time poor are just some of the issues in trying to stay ahead of the curve.

That’s why practitioners rely on Smarter SMSF - industry connected and nimble, so as changes occur in regulations or legislation, we review and adapt our documents accordingly. We are on top of issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge to their clients.

To achieve this level of specialisation takes real world experience, acquired over more than 20 years as practitioners across the SMSF, accounting, financial services and legal professions.

That’s why we believe there is a smarter way.

Our 2024

Partners

Principal partner

Gold partners

Event partner

Research partner

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