SuperConcepts Administration Services

Choose the level of support you need — from basic administration and compliance to a full concierge service.

Stay in control with our comprehensive service

SuperConcepts provide comprehensive administration services. We take away the headache of paperwork and compliance, so that you and your adviser can focus on important investment decisions.

Our difference:

  • One of the largest SMSF providers — select from our broad range of services and products to suit your needs.
  • Supported by dedicated client managers who are all SMSF specialists, backed by a team of leading industry experts.
  • All the information at your fingertips — daily fund administration easily accessible via our online platform, empowering you with the holistic understanding of the fund in minutes.

Our administration solutions:

  • Apply for fund’s ABN and TFN
  • Register the fund for GST (if applicable)
  • Set up a trust deed and establish corporate trustee if desired.
  • Verify that all trustees are eligible to be directors.
  • Draft an investment strategy
  • Provide minutes of the first meeting of the trustees
  • Aid with rollovers from other superannuation accounts

For an existing SMSF, SuperConcepts ensures the transfer of the administration to its service, completion of the prior year tax return, replacement of trust deed and appointment of fund’s auditor.

SuperConcepts prepares and lodges annual tax and regulatory returns for your fund. We also facilitate audit through an independent external auditor.
 
  • Daily accounting administration
  • Monitoring and notification of compliance issues, like contribution, pensions, investment caps and asset re-valuation
  • Installment Activity Statement and PAYG
  • Business Activity Statement
  • Event-based reporting (if applicable)
  • Recognised overseas benefit scheme reporting
Depending on the fund and investment structure, SuperConcepts offers other services that may be required, like:
  • Fund segregation set-up and administration
  • Limited recourse borrowing administration and bare trust set up
  • Pension set up, facilitation of payments, monitoring and administration
  • Company maintenance services, including attending to the ASIC annual review
  • Remedial compliance services and assistance with matters of non-compliance with the ATO


A suite of services to suit your needs


PAY PER SERVICE

SuperConcepts-iSaver

iSaver

Daily, low-cost administration. Restricted investment choice. Catering for SMSFs holding simple data fed assets.

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SuperConcepts-Essentials

Essentials

Comprehensive daily administration. Flexible range of investments. Dedicated client relationship manager.

SuperConcepts-Annual

Annual

Traditional, end of year administration. Flexible range of investments. Dedicated client relationship manager.



ALL INCLUSIVE

SuperConcepts-Platinum

Platinum

Comprehensive daily administration. Includes the most commonly used ancillaries and payment processing.


SuperConcepts-Ultimate

Ultimate

Daily, fixed cost, full-featured, concierge service. Unlimited number of assets. The cost includes audit.



What others have said

"SuperConcepts have carefully guided my footsteps in the Superannuation minefield and left me comfortable that I am complying with all the requirements of the ponderous system while acting in the best manner for my long-term interests. From discussion with other superannuants, their fees appear quite reasonable.

I recommend that anyone who has doubts or problems with their superannuation could not do better than consult SuperConcepts. I make this comment completely at my own instigation and without any benefit whatsoever from SuperConcepts."

Rear Admiral Ian H Richards AO, BEc, RAN rtd