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For SMSF specialists

Win the $1.5m trustee before they ring the BGL shop.

In-House is your AI marketing team. It actually puts your SSA-accredited SMSF practice in front of the $1.5m-balance trustee before they default to an industry-super fund, ships a 'what your SMSF actually costs to run' fee-transparency page that ranks, and posts ATO-compliance work the SPAA review will clear.

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Three options. Only one actually works for your business.

Agency
$2,500 to $4,000 / mo
Slow. Expensive. Removed from your business.
You get a tidy site, a quarterly Google Ads report no one reads, and an account manager who has never lodged an SMSF annual return. Meanwhile Heffron, ESuperFund and the industry-super-fund ads outbid you on 'SMSF setup' and your trustee pipeline depends on the same three financial-advisor referrals you've had since 2017.
DIY tools
$80 to $200 / mo + your evenings
Cheap, but it just hands you a dashboard.
Squarespace, Google Ads, Mailchimp, a LinkedIn account you post to when the ATO publishes a new ruling. Cheap, but you tune the bids at 9pm after the kids are down and the 'transfer balance cap reporting' explainer you've been meaning to write since the indexation change is still a sticky note on the BGL screen.
ACTUALLY DOES IT
In-House
$299 / mo flat
Cheap, and it actually does the work.
The AI marketing team writes the captions, ships a fee-transparency page that breaks down the $2,000-$5,000 annual administration tier vs the cheap industry-fund alternative, runs the SSA-accredited Google Ads, and posts the in-house-investment and contribution-cap wins. You upload a fund member statement, approve the week between trustee meetings.

ESuperFund and BGL-shop competitors race to the bottom on price

The reality

SMSF administration is a compliance-heavy, fiduciary-grade service that gets quoted on a website. The trustee with $1.5m across two member balances types 'SMSF accountant near me' or 'cheap SMSF administration' or 'how much does an SMSF cost' and the first page is dominated by ESuperFund quoting $1,499 flat, Heffron pitching to advisor groups, and BGL-shop competitors racing to the bottom on quarterly admin fees. The SSA-accredited specialist with the SMSF Association membership, the one who'd actually flag the unsegregated-pool calculation problem on the pension-phase member, the in-house-property risk on the related-party lease, and the transfer-balance-cap reporting timing on the second member's commutation, sits on page two. So you spend the week on the leads from the same three financial advisors who refer to you, and the $1.8m fund three streets away ends up at ESuperFund, gets a generic SMSF Annual Return, has the related-party-loan problem flagged in an ATO review two years later, and ends up paying $40,000 in non-compliance penalties and a portion of fund earnings.

What good looks like

Good SMSF-specialist marketing is three things, in this order: a service-page library that splits SMSF setup, SMSF annual administration, SMSF audit (separate registration), SMSF wind-up, pension-phase administration, in-house-property and related-party transactions, and SMSF estate-planning into their own pages, each ranking for its own search instead of competing with itself; a trust-signal layer that puts the SSA (SMSF Specialist Advisor) accreditation, the SMSF Association membership, the ATO SMSF auditor registration where applicable, the BGL Simple Fund 360 or Class Super or SuperMate certification, and a real 'this is what we actually do for your $3,800 a year' fee-transparency walkthrough above the fold on every page; and a Google Business profile that calls out the software you use, the SSA-accredited specialist's name, and reviews from trustees about specific compliance outcomes.

ESuperFund races to the bottom on price
ESuperFund quotes $1,499 flat, AustralianSuper SMSF-replacement campaigns hammer the trustee from another angle. Real SSA-accredited specialists charging $2k-$5k for actual compliance work look 'expensive' against marketing copy.
Compliance depth is your moat. You hide it
What actually happens when the ATO reviews a fund (transfer-balance-cap reporting, in-house-asset 5% test, related-party transactions, segregated vs pooled assets) is why a trustee needs a specialist. Most SMSF accountant sites mention 'SMSF compliance' once and never explain the work.
SSA accreditation and ATO auditor registration buried
SSA accreditation, SMSF Association membership, ATO SMSF auditor registration (separate registration), BGL or Class software certification. These are the credibility moats ESuperFund can't claim. Hidden in a footer, they win you nothing.

Real work. Not a slide deck.

In-House publishes to your real accounts and your live site. Here is what a SMSF specialist practice sees in the first weeks, in the actual format it lands in.

Web Agent
Live · yourbusiness.com.au/smsf-annual-administration-fees
yourbusiness.com.au/smsf-annual-administration-fees

New fee-transparency service page: 'What an SSA-accredited SMSF accountant actually does for $3,800 a year (and why ESuperFund's $1,499 isn't a like-for-like comparison)' H1, the work walked through item by item (annual financial statements, member statements, SMSF Annual Return, transfer-balance-cap reporting, contribution-cap monitoring, in-house-asset 5% testing, audit coordination), fee bands published $2,000-$5,000 by complexity, SSA accreditation and SPAA member badge above the fold, BGL Simple Fund 360 certification called out, a 'book a 30-minute fund review call' CTA. Indexed in 48 hours, ranking page 1 for 'SMSF administration fees Sydney' inside two months.

One page per SMSF service, fees disclosed, SPAA-clearable
Advertising Agent
Live · Google Ads · trustee-targeted, SPAA-compliant
Ad · yourbusiness.com.au
SMSF Specialist Accountant Sydney · SSA Accredited · ATO Auditor Registered

Real SMSF compliance, not a $1,499 lodgement factory. SSA accredited, SPAA member, BGL Simple Fund certified. $2,000-$5,000 annual admin by fund complexity. Book a 30-minute fund review.

Every ad pre-checked for SPAA marketing code
Social Media Agent
Scheduled · Thu 8:45am · LinkedIn + Facebook
Your photo
Caption from this week's fund review

"Took on a fund this week that came across from a low-fee SMSF administrator. $1.7m balance, two members, husband already in pension phase. Three things the previous administrator missed: the segregated-pension-asset election was never made even though it would have eliminated the actuarial certificate cost, the in-house-asset 5% test was tracked but the related-party lease on the warehouse hadn't been re-valued in three years (the rent was below market and the lease term was never documented), and the transfer-balance-cap reporting on the husband's commutation last June was lodged in the wrong quarter. Net cost of cleaning it up is sitting around $4,200; net cost of not cleaning it up could have been the fund's complying status. General information only, your fund's circumstances will differ." Drafted from the engagement note you uploaded, fund details anonymised, general-information carve-out included. You approve, it posts.

Compliance posts, SPAA-clearable, fund details scrubbed
SEO Agent
Auto-applied · approval rules
Google Business Profile and SMSF schema
Profile primary category corrected from 'Accountant' → 'Accountant' with 'Self-Managed Super Fund Administration' as a service attribute, services list expanded from 3 → 13 (SMSF setup, SMSF annual administration, SMSF audit, SMSF wind-up, pension-phase administration, in-house-property compliance, transfer-balance-cap reporting, +6 more), SSA accreditation and SPAA membership added to the business description, BGL Simple Fund 360 and Class Super certification called out, AccountingService schema with SMSF specialty deployed.
Live in your profile within the hour
$299 / mo
Flat. No tiers, no markup.
9 min
From sign-up to live marketing.
60+
Pieces of content a month.
0
Contracts. Cancel any time.

Six agents, working in your accounts.

Account Lead, Web, SEO, Advertising, Social Media, and Content. One platform, one bill, you approve the work.

Account Lead

Builds your annual plan around the SMSF work that actually pays your retainer ($1.5m+ balance funds, pension-phase administration, in-house-property compliance, multi-member trustee strategies) rather than chasing the $1,499 ESuperFund-replacement market that loses money on every engagement. Briefs the other agents so the service pages, the compliant Google Ads, the social cadence and the Google Business profile all reinforce the 'SSA-accredited specialist for the funds the lodgement factories can't handle' positioning instead of competing with ESuperFund on price alone.

Answers: esuperfund races to the bottom on price
Web Agent

Imports your existing site so you stop paying for hosting plus a CMS subscription, and makes spinning up a new SMSF service page a five-minute job. Ships a clean service page for SMSF setup, annual administration, audit, wind-up, pension-phase, in-house-property compliance and estate-planning, each with the SSA accreditation, SPAA badge, ATO auditor registration where applicable, software certification and a 'book a 30-minute fund review' CTA, to your live site in two taps.

Answers: ssa accreditation and ato auditor registration buried
SEO Agent

Goes through your live site for the things that actually move SMSF-specialist rankings: SMSF-service-specific H1s on every service page, AccountingService schema with SMSF specialty (not generic financial-services), SSA accreditation in structured data, SPAA membership in the schema, and a Google Business Profile that lists the SMSF specialisations and the software you use. Auto-applies the low-risk fixes, flags anything touching fees or fund-performance claims.

Answers: ssa accreditation and ato auditor registration buried
Advertising Agent

Launches Google Ads on the queries that actually convert ('SMSF accountant [suburb]', 'SMSF specialist [city]', 'SMSF audit fees', 'SMSF in-house property', 'pension phase SMSF administration') with a built-in SPAA marketing-code and ATO-advertising-compliance check on every ad copy variant. Excludes the broad 'cheap SMSF' and 'SMSF $999' queries entirely (the ESuperFund-replacement market loses money on every engagement). Switches Meta on for trustee education (LinkedIn especially), off for transactional lodgement queries.

Answers: esuperfund races to the bottom on price
Social Media Agent

Turns every fund review and compliance win into a post in your real accounts: the in-house-asset 5% test catch, the transfer-balance-cap reporting fix, the related-party-loan documentation that saved the fund's complying status, the pension-phase segregated-asset election worth the actuarial-certificate saving. Builds the 'real SSA-accredited specialist who actually does the compliance work' trust signal that beats ESuperFund on the second-look trustee. You upload one fund review note or BGL screenshot, the agent drafts with the general-information carve-out included and fund details anonymised, you approve.

Answers: compliance depth is your moat. you hide it
Content Agent

Drafts the long-form pieces that rank for the queries trustees Google before they default to a cheap administrator: 'how much should I actually pay for SMSF administration', 'what is the in-house asset rule for SMSFs', 'do I need an SSA-accredited specialist for my SMSF', 'pension phase SMSF tax treatment', 'when to wind up an SMSF'. Two drafts a month, in your voice, SPAA-clearable, that pull the considered trustee to your site weeks before they decide where to lodge.

Live in your accounts, fast.

The heavy lifting comes off your plate the day you sign up. Here is what you see by the end of week one.

  • SMSF service pages (setup, annual administration, audit, wind-up, pension-phase, in-house-property compliance) split and indexed inside the first fortnight.
  • SSA accreditation badge and SPAA membership hoisted above the fold on every service page by day 4.
  • ATO SMSF auditor registration called out separately where applicable (different registration from tax agent).
  • Fee-transparency walkthrough drafted as the cornerstone trust asset: 'what we actually do for $3,800 a year vs ESuperFund'.
  • SPAA marketing-code pre-check wired into every social and ad draft before it reaches your approval queue.
  • BGL Simple Fund 360, Class Super or SuperMate certification surfaced on the homepage and the audit page.
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Your first 30 days.

  • Six SMSF service pages (setup, annual administration, audit, wind-up, pension-phase, in-house-property) indexed and ranking on long-tail SMSF queries
  • Annual plan weighted to the $1.5m+ balance and pension-phase work that actually pays the retainer, delivered by Sam
  • Google Business Profile rebuilt with SSA accreditation, SPAA membership, ATO auditor registration and software certification in the description
  • Fee-transparency walkthrough page published as the cornerstone asset against ESuperFund and the BGL-shop competitors
  • Fee bands disclosed across every service page ($2,000-$5,000 annual administration by complexity, audit fee separately quoted)
  • Compliance-walkthrough social cadence running, SPAA-clearable, fund details scrubbed
  • AccountingService schema with SMSF specialty deployed sitewide
  • ATO SMSF Annual Return lodgement deadline reminder sequence wired into the post-engagement email
The bottom line

Trustees do not default to ESuperFund because ESuperFund is better. They default because ESuperFund was the first calm-looking result on a phone at 9pm and your SMSF administration page wasn't on page one. They don't know that the cheap administrator doesn't track the in-house-asset 5% test or document the related-party lease until the ATO review two years later. The work is making sure that when a $1.5m-balance trustee types 'SMSF accountant [suburb]' or 'SMSF specialist [city]', the first calm-looking result is your firm, with SSA accreditation visible, SPAA member badge in the header, BGL or Class certification called out, and the 'what we actually do for $3,800 a year' walkthrough above the fold instead of buried in a fee page no one reads.

Agencies are too dear to actually run the SMSF service-page library and the SPAA-clearable ads for $3.5k a month. Tools are cheap but the SPAA marketing code and personal-advice triggers sit in the back of your head every time you draft, so you publish brochure copy that wins nothing. In-House is the third option: for $299 a month the agents ship the pages, launch the compliant ads, post the compliance wins, and keep your Google Business profile beating the BGL shops. You stay in the driver's seat, two taps to approve, every draft pre-checked. Stop watching the $1.8m fund three streets away end up at ESuperFund and the ATO penalty letter two years later.

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Frequently asked.

I'm a registered SMSF auditor as well as the tax-agent for the fund. How does the agent handle the independence rules?
Carefully. The agent treats your audit registration as a separate service line with its own page, never bundles audit and administration in the same ad copy, and flags any social draft that could read as marketing audit services to funds you also administer (which would breach the APES 110 independence framework). Every audit-related draft runs through an independence-rules pre-check before it reaches your approval queue. The check flags: bundled audit-plus-admin copy, audit-quality claims that could constitute advertising professional services in a way that breaches the SPAA code, and any wording that implies a one-stop-shop in a way that conflicts with the auditor-independence rules.
Can I actually rank above ESuperFund, Heffron and the industry-super-fund SMSF-replacement campaigns?
On the specialist and compliance-depth searches, yes, inside a few months. ESuperFund ranks on broad 'cheap SMSF' queries because they spend heavily and have years of authority on price-led copy. They lose on 'SMSF accountant [suburb]', 'SMSF specialist [city]', 'SMSF audit fees', 'SMSF in-house property', 'pension phase SMSF', and other compliance-intent searches, because they're not specialists, they're a lodgement factory, and they don't have SSA-accredited authored content about the actual compliance work. A specialist with six SMSF service pages, SPAA membership called out, and consistent compliance-walkthrough reviews wins the specialist-intent long tail.
Most of my work is referred from financial advisors. How does the agent fit alongside referrals?
It compounds referrals. A referred trustee still Googles you before the first meeting; the agent makes sure that what they find is the fee-transparency page, the SSA accreditation, the BGL certification callout and a compliance-walkthrough social feed that confirms what the advisor said. The Content Agent also drafts pieces your advisor network will actually share with their clients ('when does your client need an SMSF specialist rather than a generalist accountant'), which builds the advisor-referral pipeline rather than running parallel to it.
Will the compliance posts breach the SPAA marketing code or the personal-advice rules?
No, by design. The Social Media Agent runs every compliance-walkthrough post through a SPAA-code and general-information pre-check: no 'best SMSF specialist' or 'biggest savings' superlatives, no fund-performance promises, no personal-advice triggers (the post is always worded as 'a fund situation' rather than addressed to any identifiable trustee), fund details anonymised (balance rounded, member ages bracketed, suburb generalised), and the 'general information only, your fund's circumstances will differ' carve-out auto-included. You approve every draft.
I mostly do simple $500k-$1m funds, not the high-end balances. Is this still right for me?
Yes, and you can angle the agent at the $500k-$1m sweet spot specifically. That balance band is where most trustees are over-paying ESuperFund for under-served administration but can't justify the $5k annual fee of a high-end practice; a specialist who can clearly say 'we are right for the $500k-$1m fund, here's what we do that ESuperFund doesn't, here's why we're not as expensive as the top-tier practices' wins a real underserved segment. Onboarding asks where your balance-band sweet spot sits and Account Lead briefs the other agents accordingly.
Can I cancel if it isn't working?
Two taps, any time, no exit fees and no notice period. You keep your imported site, your SMSF service pages, and the Google Business Profile work. There is no $3.5k-a-month agency lock-in and there is no twelve-month minimum.

Bring your marketing in-house this week.

Six agents planning, publishing and optimising your social, SEO, ads and web, full-time on your business. $299/month. No contract.

Contact us
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