Our ServicesAdministration, paraplanning, bookkeeping and business support for Australian businesses.
Every BE SmartAdmin service is matched to your business, supported by written SOPs, and managed by BE SmartAdmin on an ongoing basis. Nothing is set and forgotten.
Service 01 · ParaplanningParaplanning
End-to-end paraplanning support for Australian financial advice practices. BE SmartAdmin paraplanners prepare and review advice documents to a standard that is compliant with your licensee requirements, accurate, and delivered on time. SOA turnaround: 4 to 5 business days.
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What's Included
Preparation and review of Statements of Advice (SOAs)
Preparation and review of Records of Advice (ROAs)
Product comparisons
Strategy modelling
Research and analysis
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How It Works
BE SmartAdmin works within your existing licensee templates and compliance requirements from day one. We match you with a paraplanner suited to your practice and the type of advice you provide, then manage their performance on an ongoing basis. SOPs are written and maintained for every step.
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Who It's For
Financial advisers and financial planning practices that need reliable, compliant paraplanning support without the cost and complexity of local hiring — and without having to manage the arrangement themselves.
Service 02 · FP AdministrationFinancial Planning Administration
Comprehensive administrative support for financial planning practices. BE SmartAdmin builds and manages your administrative processes, including the SOPs that keep everything consistent and the documentation that protects your practice.
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What's Included
Client onboarding
Data entry and CRM management
Implementation of advice
Liaison with product providers
Ongoing client servicing tasks
Custom process flow development
SOP writing and maintenance
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How It Works
We develop and customise the administration process flow for your practice — understanding how you work, mapping each step, writing SOPs, and adjusting as your practice evolves. If you have established workflows, we work within them. If you want a better system, we help you build one.
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Who It's For
Financial planning practices looking to improve operational efficiency, ensure advice implementation is handled accurately and on time, and reduce the administrative burden on their advisers.
Service 03 · BookkeepingBookkeeping and Accounting
Accurate, timely bookkeeping and accounting support for Australian businesses. BE SmartAdmin provides the financial administration your business needs without the overhead of local hiring.
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What's Included
Accounts payable and receivable
Payroll processing
Bank reconciliations
Financial reporting
Compliance support
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How It Works
Your BE SmartAdmin bookkeeper is matched to your business needs and managed by BE SmartAdmin throughout the engagement. We perform regular performance checks and stay available to resolve issues — consistent, accurate output without you having to manage the person delivering it.
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Who It's For
Australian businesses that need reliable, ongoing bookkeeping support and want it properly supervised, not just placed and left.
Service 04 · Business SupportGeneral Business Support
Flexible virtual assistant and operational support tailored to your business. BE SmartAdmin matches you with a skilled support professional suited to your specific requirements, from day-to-day administration through to specialist tasks.
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What's Included
Email management
Document preparation and formatting
Scheduling and calendar management
Data processing and research
General back-office administration
Graphic design support
Editorial and content support
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How It Works
We take time to understand what your business needs before matching anyone to your team. Like all BE SmartAdmin services, the arrangement is ongoing: we manage performance, write SOPs where relevant, and stay available if issues arise.
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Who It's For
Small and medium Australian businesses that need flexible, reliable administrative support for day-to-day operations and want it properly supervised.
Not Sure Which Service Fits?Book a discovery call and we'll talk it through.
We will talk through your business and what you need. If BE SmartAdmin is the right fit, we will be direct about that. If it is not, we will tell you that too.