Full-service SMSF administration

We help administer SMSFs

For over 30 years and with a leading team of experts we've supported thousands of SMSFs — taking care of all the essential admin tasks including EOFY financials, tax returns and audit.

We offer a choice of service options that you can move seamlessly between as your requirements change.

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SuperConcepts-iSaver

iSaver

from $995 p.a.

SuperConcepts-Essentials

Essentials

from $2,095 p.a.

SuperConcepts-Platinum

Platinum

from $3,100 p.a.

SuperConcepts-Ultimate

Ultimate

from $4,995 p.a.

SuperConcepts-Annual

Annual

from $2,095 p.a.

 Low cost for simpler fund assetsFor broader fund assets & requirementsHigher level of service inclusionsAll inclusive for one fixed priceSimple end of year tax solution
24/7 access via online dashboard
Regular fund reconciliation
Year-end fund compliance activities incl. TBAR
Annual tax return lodgement
Dedicated client manager
Access to linked services1
Access to education & technical services
Rollover facilitation
Mail house and document storageElectronic only
Operating cash accountMacquarieDefault is MacquarieDefault is MacquarieDefault is MacquarieDefault is Macquarie
Administration of non-property manual assets2Unlimited, first 5 includedUnlimitedUnlimitedUnlimited, first 5 included
Administration of property manual assets31 Australian residential property only at additional costUnlimited, first 1 includedUnlimitedUnlimitedUnlimited, first 1 included
Administration of pension accounts4Available at extra costUnlimited, first 2 includedUnlimitedUnlimitedUnlimited, first 2 included
Administration of limited recourse borrowing arrangements (LRBA)Available at extra costUnlimited, first 1 includedUnlimitedUnlimitedUnlimited, first 1 included
Facilitation of payments such as property maintenance$300
Audit services$495$495$495$495
Corporate trustee and company maintenance$110$110$110$110
Provision of activity statements (BAS and IAS services)$200$200$200$200
Actuarial certification (account-based pensions)$225$225$225$225
 

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NEW FUND

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NEW FUND

TRANSFER FUND

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NEW FUND

TRANSFER FUND


1 Access to linked services – through our choice of providers.
2 Non-property manual asset (i.e. collectibles, non data-fed assets) – Additional non-property manual asset is $50 per asset.
3 Property asset (i.e. residential or commercial) – Additional property charged at $300 per property.
4 Pension account – Additional pension account charged at $110 per account.
More details about fees and charges are outlined in the Administration Services Guide and Financial Services Guide.