In order to perform our services we may utilise outsourced service providers and cloud computing service providers. When we do, we may provide these third parties with access to your data to the extent that is required to perform the services.
Please see below details of the third parties that may be used, together with a description of their services and physical location of the servers where your data may be stored.
If third parties other than those noted below are used to provide your services, we will notify you separately.
Cloud service provider | Nature of the services provided | Physical location of the servers | Website |
Accurium Pty Limited | Actuarial Services | Asia Pacific | https://www.accurium.com.au |
Accountancy Insurance Pty Ltd | Audit Insurance | Asia Pacific | https://www.accountancyinsurance.com.au |
Accurri | Statutory Financial Reporting Software | Australia | https://accurri.com/ |
AdviserNet (Previously Asgard) | Financial Planning | Australia | https://www.advisernet.com.au |
AIA Australia Ltd | Insurance Provider | Australia | https://www.aia.com.au |
Amazon Web Services | Server Hosting | Australia | https://aws.amazon.com |
Ansarada | Virtual data room | Australia | https://www.ansarada.com/ |
APS | Practice Management Software | Australia | https://www.reckon.com/au/ |
Assured Super | Audit & Administration | Australia | www.assuredsuper.com.au |
ATO Smart Docs | ATO Document Processing | Australia | https://www.ipracticeapps.com |
BGL Corporate Solutions | Corporate Secretarial & Superannuation Software | Australia | https://www.bglcorp.com/ |
BT Insurance | Insurance Services | Australia | https://www.lifecentral.com.au |
CaseWare Australia & New Zealand | Audit Software | Australia & North America | https://www.caseware.com |
Class Super Pty Ltd | Superannuation Software | Asia Pacific | https://www.classsuper.com.au |
Cleardocs | Trust Deeds/Legal documents | Asia Pacific | https://www.cleardocs.com/ |
Confirmation.com | Confirmations from financial Institutions | USA | https://www.confirmation.com/ |
Core IPS | Insolvency Accounting Software | Australia | https://coreaustralia.com.au/ |
CoreLogic | Market Value Estimates | Australia | https://www.corelogic.com.au |
Deputy | Planning Software | Asia Pacific | https://www.deputy.com/au/ |
DocuSign | Digital signature tool | Asia Pacific | https://www.docusign.com.au |
Eftsure | Supplier/client verification tool | Australia | https://eftsure.com/en-au/ |
eSTM Pty Ltd | Tax & Investment Software | Australia | https://www.estm.com.au/ |
Fee Synergy | Debtor Management Software & Finance Solution | Australia | https://feesynergy.com.au/ |
FinaMetrica | Risk Tolerance Testing Tool | Australia | https://www.riskprofiling.com/ |
Fusedocs | Automated Document Collation | Australia | https://www.fuse.work |
Fusesign | Digital signature tool | Australia | https://www.fuse.work |
Futrli | Business Management Tool | Australia | https://www.futrli.com |
HubDoc | Document Management for Xero | Asia Pacific | https://www.hubdoc.com/ |
iManage | Document Storage | Australia | https://imanage.com |
Infotrack | Propert, Personal & Company Searches | Australia | https://www.infotrack.com.au |
Iress | Wealth Planning Software | Asia Pacific | https://www.iress.com |
LastPass | Password Management Tool | Asia Pacific | https://lastpass.com |
Macquarie Bank | Banking Services | Australia | https://secure.macquarie.com.au |
Marketo | Marketing Automation | Australia & North America | https://au.marketo.com |
Metlife | Insurance services | Australia | https://www.metlife.com.au |
Microsoft Office 365 | Subscription Services | Asia Pacific | https://www.microsoft.com |
MYOB Australia Pty Ltd | Accounting Software | Australia | https://www.myob.com.au |
MYOB BankLink | Accounting Software | Australia | https://www.banklink.com.au |
myWorkpapers | Electronic Workpaper Software | Australia | https://www.myworkpapers.com/au/ |
Netwealth | Management of Investments and Superannuation | Australia | https://www.netwealth.com.au |
NTAA Corporate | Trust Deeds/Legal documents | Australia | https://ntaacorporate.com.au/ |
Ord Minnett | Ealth Management & Stockbroking | Australia | https://ords.com.au |
Quickbooks | Accounting Software | Australia | https://quickbooks.intuit.com/au/ |
Resolution Life | Investment provider | Australia | https://advisor.resolutionlife.com.au |
Riley Solutions Pty Ltd | Digital Transformation Services | Australia | https://withriley.com/ |
SMSF Auditing Australia | Audit & Administration | Australia | https://www.smsfauditingaustralia.com.au |
Spotlight | Business Management Tool | Australia | https://spotlightreporting.com/ |
Super Records Pty Ltd | Audit & Administration | Asia Pacific | https://www.superrecords.com.au |
TAL | Insurance Provider | Australia | https://adviser.tal.com.au |
Topdocs | Trust Deeds/Legal Documents | Asia Pacific | https://www.topdocs.com.au |
Worksorted | Financial Planning Software | Australia | https://www.worksorted.com/ |
Xero Pty Ltd | Bookkeeping Software | Asia Pacific | https://www.xero.com |
Xplan | Financial Planning Software | Australia | https://www.iress.com/software/financial-advice/xplan/ |
Other third party providers | Nature of the services provided | Where the services are performed | Website |
The Outsourced Accountant | Accounting & Administration | Philippines | https://www.theoutsourcedaccountant.com |