Created with Accountants,

for Accountants

Built on experience

For over 30 years, our founders have focused on providing exceptional service to accounting firms.

We know how hard it can be to run a business – or an SMSF – in the rapidly changing environment we live in, and our mission is to make that easier for you and your clients.

Ease, speed and clarity

Whilst developing this platform, we spoke with many accountants and trustees, who were all looking for simplicity, speed and ease of use. Put simply, they wanted peace of mind, knowing that this area of the Investment Strategy Operating Standard has been acted on correctly.

Meet the team

It’s no co-incidence that 80% of our management team have the same surname. We are an Australian family business that is 100% invested in making this the best compliance tool for you and your clients.

Our team's purpose

Our purpose is to be the simplest life insurance compliance tool for accountants and SMSF trustees.

Director & Platform Manager

Brett has 13 years of industry experience and leads the SMSF Life Insurance Reviews team. As our platform manager, he is also in charge of platform innovation and managing our team of developers.

Director & Operations Manager

Jeremy has 30 years of industry experience and manages the day to day behind the scenes operations. He has developed a necessary need to keep things simple and his influence is reflected in the simplicity that you will enjoy within the SMSF Life Insurance Reviews platform.

Accountant Support Manager

Cassandra is a Chartered Accountant with an auditing background and knows what it takes to keep our users happy and productive. Cassandra ensures that you receive top notch support and is here to assist you when you need her.

Marketing Manager

Vanessa brings a further 7 years of industry experience to our team and is in charge of keeping the updates flowing and keeping you informed of the latest and greatest compliance news. Occasionally she gets the urge to provide support, so feel free to say hi if you catch her on the phone.

Meet the team

It’s no co-incidence that 80% of our management team have the same surname. We are an Australian family business that is 100% invested in making this the best compliance tool for you and your clients.

Our team's purpose

Our purpose is to be the simplest life insurance compliance tool for accountants and SMSF trustees.

BRETT WRIGHT

Director & Platform Manager

BRETT WRIGHT

Director & Platform Manager

Brett has 13 years of industry experience and leads the SMSF Life Insurance Reviews team. As our platform manager, he is also in charge of platform innovation and managing our team of developers.

JEREMY WRIGHT

Director & Operations Manager

JEREMY WRIGHT

Director & Operations Manager

Jeremy has 30 years of industry experience and manages the day to day behind the scenes operations. He has developed a necessary need to keep things simple and his influence is reflected in the simplicity that you will enjoy within the SMSF Life Insurance Reviews platform.

CASSANDRA WRIGHT

Accountant Support Manager

CASSANDRA WRIGHT

Accountant Support Manager

Cassandra is a Chartered Accountant with an auditing background and knows what it takes to keep our users happy and productive. Cassandra ensures that you receive top notch support and is here to assist you when you need her.

VANESSA WRIGHT

Marketing Manager

VANESSA WRIGHT

Marketing Manager

Vanessa brings a further 7 years of industry experience to our team and is in charge of keeping the updates flowing and keeping you informed of the latest and greatest compliance news. Occasionally she gets the urge to provide support, so feel free to say hi if you catch her on the phone.

The integration of SMSF Life Insurance Reviews with Class Super, simplifies investment strategy insurance compliance, down to 2 clicks for our SMSF clients and our firm – A must use tool, especially with the new licensing requirements.

MARK BEER

Cornerstone Advisory

The SMSF Life Insurance Reviews compliance tool seamlessly links with our BGL360 account and makes managing life insurance compliance really easy for our clients and our team.

ADAM BROWN

542 Partners

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