Veda Outsourcing Solution

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Greystanes, NSW
Veda Outsourcing Solution

Additionally, you are unsure what to outsource or don’t have time to identify tasks to outsource.

We are an Australian-owned and trusted B2B outsourcing service provider, specialising in Paraplanning, Accounting/Bookkeeping, Mortgage Processing, SMSF Admin Services & Other Business Services.......
Personalised back-office solution for your business.! Veda Outsourcing Solution is an Australian-owned and trusted B2B service provider that connects financial service businesses nationwide with top-tier human resources through secure cloud-based technology. We are dedicated to supporting Australian financial services businesses in enhancing efficiency, slashing operational costs by 70%, and increasing profit margins. We have successfully assisted hundreds of financial planners, insurance providers, accountants, bookkeepers, SMSF auditors, mortgage brokers and NDIS providers in achieving their business growth. By outsourcing your unique business needs to us, you can focus on what you do best, such as building client relationships, business networking, or growing your business. Please contact us today to obtain the “Outsource Employee Essential Guide.” This resource will help you evaluate which tasks to outsource and assist you in selecting from typical business functions tailored to meet your unique needs. We offer personalised back-office solutions for your business.
* Experienced Paraplanner
* Customer Service Officer (CSO)
* Virtual Receptionist Services
* Administration Assistant
* Finance Assistant
* Accounting Assistant
* Bookkeeping Assistant
* Mortgage Broking Assistant
* Other personalised business service. Offshoring Comes With More “REWARDS” Than “RISKS” while saving your cost up to 70% cost. Please feel free to arrange a 30-minute meeting by viewing the calendar here - https://lnkd.in/g9BikWn5

19/10/2026

🎉 We are Excited to Announce That Veda Outsourcing Will Be Exhibiting at the “Business & Entrepreneurship Expo 2026”

The Canterbury-Bankstown Chamber of Commerce & Unito Property Group are organising the event. This exciting event brings together business owners, entrepreneurs and industry professionals to connect, collaborate and explore new opportunities.

🤝 We invite business owners, financial professionals and industry leaders to attend the expo, connect with us and discover how a dedicated outsourcing team can support your business growth.

🕒 Time: 5pm to 9pm
📅 Date: 19th October 2026
📌 Location: Canterbury League Club (26, Bridge Road, Belmore, NSW 2192)

If you are attending, make sure to stop by our exhibition stand, say hello and connect with our team!

We look forward to meeting you there.!

🌐 www.vedaoutsourcing.net.au
📞 1300 125 345

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16/10/2026

SMSF professionals: Need extra capacity without adding more pressure to your existing team?

As your SMSF portfolio grows, so does the administration workload.

With a dedicated SMSF support professional working as an extension of your team, you can get support across the administration process from start to finish:
✓ SMSF establishment & onboarding
✓ Transaction processing & reconciliations
✓ Workpaper preparation
✓ Financial statements & tax return preparation support
✓ Audit file preparation & queries
✓ Ongoing SMSF administration

At Veda Outsourcing Solutions, we provide Australian experienced offshore professionals to support Australian SMSF administrators, accountants and practices with consistent, dedicated capacity.

Your team extended. Your capacity increased.

13/10/2026

Financial planners: Are research and advice preparation taking time away from growing your business?

Research, modelling, SoAs, RoAs and review preparation are essential, but they can consume valuable long hours that could be spent on:
🤝 Strengthening client relationships
🌐 Networking & referrals
📈 Business development
🎯 Growth strategies

With the right paraplanning support, you can spend less time on preparation and more time growing your business.

At Veda Outsourcing Solutions, we support Australian financial planning businesses with Australian-experienced paraplanning professionals, backed by CFP-qualified management.

Less time on research & preparation. More time on growth.

05/10/2026

SMSF Administration Business Owners

How much time do you spend every week on SMSF administration tasks instead of growing your business and supporting clients?

Data entry. Reconciliations. Workpapers. Annual returns. Member records. Compliance documentation. Individually, they may seem like routine tasks. Together, they can take up a significant part of your week.

At Veda Outsourcing, we help Australian SMSF administration and accounting businesses move repetitive, process-driven work to a trained offshore support team.

Our team can assist with:
✓ SMSF data entry & transaction processing
✓ Bank & investment reconciliations
✓ Workpaper preparation
✓ Financial statement preparation support
✓ Annual return preparation support
✓ Member records & documentation
✓ Pension & contribution administration
✓ Ongoing SMSF administration

Imagine what your business could do with those hours back. More time for clients, more capacity for new funds and more focus on growing your business.

How much is SMSF admin costing you in time?

LEAVE THE ADMIN TO US.
FOCUS ON YOUR CLIENTS & GROWTH.

More capacity. Less administration. A more scalable SMSF operation.

29/09/2026

Financial services businesses: Is you or your team running out of time for the work that drives growth?

Day-to-day administration, processing and operational tasks can quickly consume valuable hours that could be spent on clients, strategy and business development.

At Veda Outsourcing Solutions, we provide dedicated support professionals who work as an extension of your team, supporting other financial service industries across Australia.

🔐 ISO 27001 certified
🛡️ Security controls aligned with the Essential Eight framework 🇦🇺
🔐 Australian-based secure environment
👥 Dedicated day-to-day support
📈 More capacity to focus on business growth

Secure support. More capacity. More time to grow.

Contact us to book a Discovery Meeting (https://calendly.com/vedaoutsourcing) and explore how the right support structure could help your business grow.

23/09/2026

Australian Mortgage Brokers

More loan applications shouldn’t mean more pressure on your compliance processes.

As your mortgage business grows, keeping every client file complete, consistent and properly documented becomes just as important as processing the loan itself.

At Veda Outsourcing, we help Australian mortgage brokers increase capacity while supporting the day-to-day processes and documentation that underpin strong compliance.

Our trained mortgage support team can assist with:
✓ Client file preparation & document checks
✓ Supporting compliance documentation
✓ Application preparation & data accuracy
✓ Outstanding document follow-ups
✓ CRM updates & accurate record keeping
✓ Lender requirements & application tracking
✓ File notes and supporting documentation
✓ Settlement & post-settlement administration

With the right support structure behind your brokers, compliance-related administration doesn’t have to become a bottleneck as your business grows.

More capacity. Better-organised files. Consistent processes.

Let your brokers focus on clients and writing loans, while your support team helps keep the administration and documentation on track.

GROW YOUR LOAN BOOK — WITHOUT LOSING FOCUS ON COMPLIANCE.

20/09/2026

Australian Financial Planners - Advice Document Compliance

When the next audit is scheduled, how confident are you in the compliance quality of your Advice Documents?

For financial planning practices, preparing an SoA isn’t simply about completing the document. It’s about making sure the research, strategy, comparisons, calculations, disclosures and supporting documentation are properly completed and consistent with your advice process.

As advice volumes increase, maintaining that consistency across every file can put significant pressure on advisers and internal teams.

At Veda Outsourcing, our experienced paraplanning team and CFP qualified managers helps Australian financial planning practices maintain structured, consistent and compliance-focused SoA preparation.

Our support includes:
✓ SoA & RoA preparation
✓ Strategy and product research
✓ Product comparisons
✓ Modelling & projections
✓ Supporting calculations and documentation
✓ File preparation and quality checks
✓ Dedicated quality-control review

The goal is simple: when an audit or file review schedules, your team should be confident in the work behind the advice not worrying about what might have been missed

DON’T WAIT FOR AN AUDIT TO QUESTION YOUR PROCESS.

Build compliance-focused paraplanning support into the process from the beginning.

17/09/2026

Australian Accounting Practices

Busy periods putting pressure on your in-house accounting team?

As your client base grows, so does the workload. When your existing team is already at capacity, growing workloads can quickly create backlogs and put additional pressure on your team.

The challenge isn’t just getting through the next busy period. It’s building a scalable support structure that increases capacity and supports your continued growth.

At Veda, we help Australian accounting practices build dedicated offshore accounting teams that work as an extension of their existing business.

Our accounting and bookkeeping teams can support you with:
✓ BAS & tax preparation support
✓ Bookkeeping & reconciliations
✓ Workpaper preparation
✓ Financial statement preparation
✓ Data entry & transaction processing
✓ Accounts payable & receivable support
✓ Client file administration
✓ Ongoing or peak-period support

More capacity for your practice. Less pressure on your existing team.

Build a support structure that can grow alongside your client base without your senior accountants spending more of their time on repetitive processing and administration.

Meet deadlines. Maintain quality. Keep your team focused.

15/09/2026

Financial Planning Business

How much of your week is spent researching products, modelling strategies and writing Statements of Advice, instead of advising clients?

Financial planners should be focused on financial strategy, client relationships and delivering quality advice, not spending hours completing the technical work behind every advice file.

At Veda Outsourcing, our experienced paraplanning team supports Australian financial planning practices with:
✓ Product & strategy research
✓ Statement of Advice (SoA) preparation
✓ Record of Advice (RoA) preparation
✓ Projections & scenario analysis
✓ Superannuation & investment research
✓ Insurance research
✓ Review preparation & ongoing paraplanning support

Whether you need ad-hoc paraplanning or a dedicated paraplanner, we work as an extension of your advice team. Helping increase capacity without adding more technical work to your desks.

LEAVE THE RESEARCH & PARAPLANNING TO US.
FOCUS ON YOUR CLIENTS.

More time for advice. More capacity for clients. More room to grow.

13/09/2026

Mortgage Business

Spending too much time on loan research, application preparation and administration instead of growing your mortgage business?

For busy mortgage brokers, EVERY HOUR spent managing paperwork is an HOUR that could be spent speaking with clients, building referral relationships and writing new loans.

At Veda Outsourcing, we provide dedicated mortgage support to help with:
✓ Loan research & servicing calculations
✓ Application preparation & data entry
✓ Client document collection
✓ CRM & file management
✓ Lender follow-ups & application tracking
✓ Conditional approval requirements
✓ Settlement coordination
✓ Day-to-day mortgage administration

LEAVE THE ADMIN TO US.
FOCUS ON YOUR CLIENTS.

Get the support of a trained team working as an extension of your mortgage business, which will gives you more capacity without adding more administration to your day.

More time with clients. More capacity. More opportunity to grow.

Address

Greystanes, NSW
2145

Website

https://vedaoutsourcing.net.au/

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