As compliance pressures and client expectations grow, managing Self-Managed Superannuation Funds (SMSFs) in-house can quickly become overwhelming — especially for accounting firms and large-scale enterprises that need precision, speed, and cost-efficiency.
Swivel Finance is a leading provider of SMSF outsourcing services in Australia, designed to help financial firms and corporate clients unlock efficiency, reduce internal workload, and maintain regulatory compliance through expert-led solutions. Whether you’re looking to scale up your SMSF capabilities or simply delegate complex superannuation work, Swivel delivers flexible support tailored to your business model.
We operate under two outsourcing frameworks:
• Job-Based Model: Ideal for large corporations that need a direct outsourced resource for bookkeeping, SMSF record-keeping, or lodgements.
• Augmented Team Model: Designed for accounting firms that want to extend their team with skilled SMSF accountants and administrators.
Our team includes SMSF specialist accountants, SMSF auditors, administrators, and compliance experts with deep experience in Australian regulatory requirements. We utilise top-tier tools such as Class Super and BGL to ensure streamlined workflows, accurate reporting, and real-time visibility.
By outsourcing your SMSF operations to Swivel, you gain access to:
• Scalable staffing based on client demand
• Ongoing compliance monitoring and record-keeping
• Trust deed updates and investment reports handled with precision
• Reduced overheads and faster turnaround times
Whether you're an accounting firm navigating a talent shortage or a business tired of internal bottlenecks, Swivel Finance is your onshore partner for premium-quality SMSF administration and compliance.
What SMSF Outsourcing Includes
SMSF Administration
Streamlined processing of member contributions, rollovers, benefit payments, and pension setups.
Compliance & Regulatory Support
Stay ATO-compliant with automated documentation, timely lodgements, and trustee advisory support.
Record Keeping & Documentation
We manage everything from bank statements and investment data to contribution history — efficiently and securely.
Pension Administration
Handle transition to retirement income streams (TRIS) and account-based pensions accurately and on time.
Investment Reporting
Detailed investment summaries, revaluations, and performance tracking done by specialists.
SMSF Auditor Coordination
We help prepare all supporting documents and collaborate directly with your SMSF auditor to reduce rework.
Trustee Support Services
Assist trustees with compliance queries, documentation, and policy updates.
How Swivel Finance Can Help You
Outsourcing isn’t just about saving time — it’s about choosing a partner who knows the terrain. Swivel Finance combines deep industry knowledge with tailored service delivery models to help your business perform smarter.
Our Differentiators:
Australian-based resources for familiarity with local tax laws and super regulations
SMSF Specialist Accountants & Auditors with proven experience
Flexible engagement models (job-based or team augmentation)
Tech stack compatibility with Class Super, BGL, and Xero
High-level data security & compliance assurance
Quick onboarding – resources available in days, not weeks
Choose Swivel to free up your internal teams, reduce compliance risk, and confidently scale your SMSF operations.
Frequently Asked Questions
200+ Successful Client Projects and Counting
With 200+ projects across the the globe in countries like Australia and UK, Swivel Finance partners with businesses of all sizes to strengthen accounting functions and streamline processes.
A Leading Accounting Firm
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A Top 100 Accounting Firm
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