Accario

Cointree has partnered with Accario to deliver seamless administration and audit solutions for SMSFs investing in cryptocurrencies. This partnership empowers trustees with expert support to stay compliant, reduce complexity, and streamline their SMSF operations. 

About Accario

Accario is a trusted provider of SMSF administration and audit services, with over 20 years of experience in the industry. Backed by a global team of highly qualified professionals (CA, CPA, ACCA, and CIMA), Accario combines deep expertise with a strong focus on compliance, precision, and efficiency, especially in managing SMSFs that invest in digital assets.  

How Accario Supports Your SMSF

Accario takes the complexity out of SMSF administration and audit, so trustees can focus on their investment strategy while staying compliant.

1. Access

Accario securely obtains access to your SMSF software or files.

2. Information and Queries

The team reviews the data, identifies any missing information, and works closely with trustees to ensure all records are accurate and compliant.  

3. Resolution

Once queries are resolved, Accario prepares detailed electronic workpapers and final documentation.  

4. Review

Comprehensive reviews are conducted to ensure accuracy before the final documents are submitted for approval.

5. Audit Completion

Accario manages the entire audit process — from submitting approved workpapers to the auditor, to sending the signing pack to trustees after clearance, and coordinating the issuance of the final signed report.

Register here to streamline your SMSF processes with Accario.

Learn more about Accario here.