ECOSYSTEM

Bring all your SMSF data into one place

Connect to 260+ tools and services that support your SMSF administration, from investment and cash account data to compliance, practice management and market information.

There are several services available for automatic upload to SuperMate, if required

  • SuperConcepts Asset Allocation Service
  • SuperConcepts Assets Load Service
  • SuperConcepts Corporate Action Service
  • Revenue Tax Component Load Service
  • SuperConcepts Price Load Service:
    • ASX
    • Morningstar
    • Foreign market data
    • Foreign currency data

Frequently asked questions

Our ecosystem brings together 260+ tools and services that support SMSF administration. It includes brokers, cash services, wraps and platforms, compliance and practice management tools, and market information services.

A supplier provides products or services that help SuperConcepts run its business. Our ecosystem includes providers whose technology, information or specialist services connect with our SMSF administration software to support clients and their funds.

Connections help reduce manual data entry and make everyday administration tasks easier. Depending on the provider, they can bring account and transaction information into SuperMate, support audit processes, simplify requests for actuarial certificates or provide market pricing information. This helps keep information organised and reduces the work involved in moving it between systems.

Different connections serve different purposes. Some automatically bring financial information into SuperMate, while others support tasks such as audit, compliance and practice management. The information available and how the connection works depend on the provider and service.

Browse the categories above to find your bank, broker, investment platform or service provider. If you find your provider, contact our team to confirm what’s supported for your fund or practice and how to get started.

These connections support the administration and visibility of your SMSF. To buy or sell investments, you’ll continue to use your broker or investment platform directly.

Get in touch with our team and let us know which provider or service you use. We can check the available options and explain how its information could be included in your SMSF administration.

Get Started

Ready to take control
of your super?

Establishing an SMSF is easy with SuperConcepts. We’ll be with you every step of the way – set-up, training, software, and full fund administration.