Admin Services - Australia
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Zedpath provides comprehensive outsourced administration support to financial planners and insurance advisors across Australia. Our experienced team of admin professionals and support staff assist with every aspect of your back-office operations — from client file management and implementation to research and compliance — all tailored to your firm’s specific needs.
We help streamline your administrative processes, enhance client service delivery, and free up your time to focus on advice and client relationships. With Zedpath as your support partner, you gain efficiency, accuracy, and scalability — without the overheads.

What We Offer

Tax Preparation and Management: Ensure accurate preparation and filing of taxes each year on time with our tax management services.
Bookkeeping and Accounting: Keep your finances in order with our expert bookkeeping and accounting solutions.
Financial Statement Preparation: Get comprehensive financial statements to help make well-informed decisions.
Auditing and Assurance Services: Rely on our auditing services to ensure compliance with financial regulations.
Payroll Management Services: Get accurate payroll management for your employees with our specialized services.
Administrative Services
Operational execution and client support to streamline adviser workflows and ensure exceptional service delivery.
Zedpath is responsible for the accurate and compliant integration of new clients into the adviser’s systems and advice process. All onboarding activities shall be conducted in accordance with relevant AML/CTF obligations and internal operational procedures.
Zedpath will perform foundational research to assist advisers in delivering informed and compliant advice.
Zedpath manages the full implementation lifecycle of adviser-approved strategies, ensuring accurate and timely execution of superannuation, investment, and insurance applications.
Zedpath facilitates the monitoring and renewal of personal insurance policies, ensuring policies remain active and appropriately structured.

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