SMSF Advisers Network
- Company typePrivate
- Founded2016
- HeadquartersSouth Melbourne, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
SMSF Advisers Network firmographics
Firmographics- Name
- SMSF Advisers Network
- Legal name
- Advice Assist Australia PTY LTD
- Website
- https://smsfadvisersnetwork.com.au
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
SMSF Advisers Network industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industry
- Fee-Only Advisory (FSAEAAAL)
Keywords
Where SMSF Advisers Network is headquartered
LocationHeadquarters
- HQ city
- South Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
SMSF Advisers Network business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Financial Advice Services Membership: Provides financial advice solutions to NTAA members with financial advice businesses. The company appears to operate as a membership-based service model through NTAA.
- Paraplanning Services: Paraplanning services offered as part of the service package for financial advisers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Membership-based pricing for NTAA members |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
SMSF Advisers Network product offering
Product offeringCore offering
SMSF Advisers Network, trading as Advice Assist Australia (AAA), is a financial advice solution platform operated for National Tax & Accountants' Association (NTAA) members who run financial advice businesses. It provides easy-to-use Statement of Advice (SOA) generation software, compliance team support, paraplanning services, and CPD policy assistance so that member advisers can deliver a broad range of tailored financial services to their end clients while operating under AFSL Licence Number 496692.
Product overview
Advice Assist Australia ('AAA') is a single unified financial advice platform offered by the National Tax & Accountants' Association (NTAA). The platform centers on an easy-to-use SOA (Statement of Advice) generation tool complemented by world-class compliance team services. AAA is designed specifically for NTAA members who operate financial advice businesses, enabling them to provide clients with a broad range of tailored financial services while maintaining regulatory confidence through built-in compliance support.
Differentiator
Problem solved
Functional benefit
Products and services
- Advice Assist Australia (AAA) Platform Full financial advice solution platform offered exclusively to National Tax & Accountants' Association (NTAA) members who operate financial advice businesses, providing integrated SOA generation software, compliance support, paraplanning services, and CPD policy assistance to enable advisers to deliver a broad range of tailored financial services to their clients.
- SOA Generation Software Easy-to-use Statement of Advice (SOA) generation software designed for financial advisers to create compliant client documents as part of the AAA platform offering.
- Paraplanning Services Paraplanning support services provided to AAA member advisers to assist with the preparation of advice documentation and supporting client advice work.
- Compliance Advisory Support Compliance team advisory services provided to AAA member advisers to support compliant delivery of financial advice under AFSL Licence Number 496692, including CPD policy support.
Companies that use SMSF Advisers Network
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
SMSF Advisers Network technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
SMSF Advisers Network partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- National Tax & Accountants' Association (NTAA)coreAdvice Assist Australia ('AAA') is the National Tax & Accountants' Association's ('NTAA') full financial advice solution exclusively for NTAA members with financial advice businesses. The partnership provides NTAA members with access to SOA generation software, compliance support, and paraplanning services.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
SMSF Advisers Network competitors and assessment
Company assessmentRegional players
- Count Limited: Australian accounting and financial advice network providing licensing, back-office and product support to accountant-advisers. Comparable as an association/network-style advice support model in the same Australian market.
Direct peers
- BGL Corporate Solutions: Australian SMSF administration, accounting and wealth management software provider. Directly comparable to SMSF Advisers Network because both serve the SMSF/accountant-adviser segment with practice software and workflow tools.
- Iress (XPLAN): Provider of XPLAN and related financial advice workflow, SOA generation, CRM and rebalancing software used by major Australian advice groups. Directly comparable on SOA/paraplanning technology category.
- Midwinter Financial Services: Australian financial advice software platform providing SOA generation, paraplanning and back-office tools to advice practices. Closest direct peer given overlap on SOA workflow and paraplanning service delivery.
- Class Super: Leading Australian SMSF administration and portfolio reporting software platform used by accountants and advisers. Overlaps directly with SMSF Advisers Network's accountant-adviser focus and technology-led compliance tooling approach.
Broad incumbents
- HUB24: Major Australian wrap/investment platform used by financial advisers for managed portfolios and reporting. Comparable through shared advice-channel ecosystem and tooling for advisers, though at much larger scale and broader scope.
- BT Panorama (Westpac): Westpac-owned investment and super platform for advisers, with SMSF and reporting capabilities. Competes for the same adviser/SMSF technology wallet as AAA.
- Praemium: Australian investment platform and portfolio management technology provider that serves advisers with model portfolios, reporting and managed accounts. Overlaps on advice-tech infrastructure, though broader than AAA's compliance-focused remit.
- Netwealth: Australian wealth management and investment platform serving advisers with wrap, SMSF and portfolio reporting functionality. Same adviser customer base and overlapping SMSF/accountant tools.
Emerging players
- Smarter SMSF: Australian SMSF-focused content, education and practice support provider serving accountants and advisers in the self-managed super segment. Adjacent emerging player in the same SMSF adviser niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
SMSF Advisers Network social profiles
Digital presenceSMSF Advisers Network financial estimates
Financial estimateRevenue estimate
Valuation estimate
SMSF Advisers Network leadership team
Management profileNumber of profiles
Profiles1 record
SMSF Advisers Network funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SMSF Advisers Network M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SMSF Advisers Network
What does SMSF Advisers Network do?
SMSF Advisers Network, trading as Advice Assist Australia (AAA), is a financial advice solution platform operated for National Tax & Accountants' Association (NTAA) members who run financial advice businesses. It provides easy-to-use Statement of Advice (SOA) generation software, compliance team support, paraplanning services, and CPD policy assistance so that member advisers can deliver a broad range of tailored financial services to their end clients while operating under AFSL Licence Number 496692.
Is SMSF Advisers Network a public or private company?
SMSF Advisers Network is a private company. It is classified as corporate owned and is currently operating.
When was SMSF Advisers Network founded?
SMSF Advisers Network was founded in 2016. It employs 11 to 50 people.
Where is SMSF Advisers Network based?
SMSF Advisers Network is headquartered in South Melbourne, Australia, in the Oceania region.
How does SMSF Advisers Network make money?
Two revenue lines are on record. Financial Advice Services Membership is the primary driver. The others are paraplanning Services.
Who are SMSF Advisers Network's main competitors?
Count Limited is listed as a regional player. Direct peers are BGL Corporate Solutions, Iress (XPLAN), Midwinter Financial Services and Class Super. Broad incumbents are HUB24, BT Panorama (Westpac), Praemium and Netwealth. Smarter SMSF is listed as an emerging player.
Does SMSF Advisers Network have an API?
No public API is recorded for SMSF Advisers Network.
What industry is SMSF Advisers Network in?
SMSF Advisers Network's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.