Which service is right for you?

Quick reference guide

Refer to our guide to gauge the service best suited to you. Alternatively, phone us on 1300 023 170 or email enquiries@superconcepts.com.au

Digital,
simple assets
& low cost

Suited for
those new
to SMSFs

Year-end
service
only

Dedicated
client
manager

Investment
class
flexibility

Caters for
property in
base price

Choice
of
auditor

iSaverYesYesNoNoNoNoNo
EssentialsNoNoNoYesYes1Yes
UltimateNoNoNoYesYesUnlimitedYes
AnnualNoNoYesYesYes1Yes

Tax
returns

Suited for
those new
to SMSFs

Year-end
service
only

Dedicated
client
manager

Investment
class
flexibility

Caters for
property in
base price

Choice
of
auditor

Accountants
Annual
NoNoYesYesYesYesYes

Our services at a glance

iSaver

iSaver

iSaver is geared toward value and simplicity; a basic online admin service accommodating simpler assets such as shares, cash and term deposits.

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Essentials

Essentials

Designed for flexibility, Essentials caters to for a broader investment range and funds either in accumulation or pension phase. Perfect as a mid-tier service.

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Ultimate

Ultimate

Ultimate is a full featured and concierge administration service that needs minimal input from you. It caters to all types of assets no matter their complexity.

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Annual

Annual

Designed for those seeking comprehensive year-end compliance solutions, not ongoing admin. Caters to all SMSFs no matter size or asset types.

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Accountants-Annual

Accountants Annual

Provides you with the files necessary to finalise financial accounts and tax returns. Lodgement of the fund’s tax returns are carried out by you.

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Important note

This is general guide only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. If you require any further information, please phone us on 1300 023 170 or email us on enquiries@superconcepts.com.au.