Introduction
Smart Retire is a financial technology firm delivering scalable and optimised retirement solutions to Australians. With its commitment to simplifying decisions in the realm of retirement investments, Smart Retire has become the top choice for Australians seeking smooth transitions into their later years.
Problem
Navigating corporate compliance regulations in Australia can be challenging, especially when seeking specialised roles like officeholders. This challenge is compounded because not all service providers offer officeholder services that can be tailored to a company’s industry requirements. Without the resident officeholder, Smart Retire could breach its legal obligations.
Solution
Acclime Australia consultants met with Smart Retire in 2019 to discuss their needs and goals. It was decided that Smart Retire would contract Acclime to provide officeholder services and additional corporate secretarial support. Acclime has since facilitated Smart Retire’s compliance by ensuring a continuous presence of appointed officeholders within the company. Beyond this foundational support, Acclime offers its expertise to Smart Retire’s ongoing regulatory obligations, skillfully navigating the dynamic landscape of Australian corporate regulations.
Results
After four years of partnering with Acclime, Smart Retire believes the services they receive allow them to focus on their primary goal of streamlining retirement choices for Australians. They are able to do this with the confidence of knowing they can delegate their corporate governance issues to their partner team of local experts. Smart Retire has also come to rely on Acclime Australia to help them meet any ad hoc regulatory obligations from the Australian corporate regulator.
About Smart Retire
Smart Retire Australia offers scalable and cloud-native infrastructure designed to optimise retirement outcomes. Smart Retire represents an innovative solution to Australia’s retirement income challenge, using technology to provide individuals with tools to navigate their retirement planning with confidence. Smart Retire Australia is part of the UK-based Smart Group, a global technology business focusing on retirement investment solutions.
