Standard SMSF service options
We help administer SMSFs:
Here are our standard options for trustees & practitioners
SuperConcepts is an expert in self-managed super.
For over 30 years we've helped thousands of SMSFs with paperwork and compliance.
We offer a choice of service options that you can move seamlessly between as your requirements change.
|Low-cost for simpler requirements||A step up with several inclusions||Inclusions for most requirements||All inclusive for one fixed price||Traditional end of year service|
|24/7 access via online dashboard||✓||✓||✓||✓||✓|
|Fund compliance activities i.e. transfer balance account reporting, lodgement of tax return||✓||✓||✓||✓||✓|
|Access to linked services1||✓||✓||✓||✓||✓|
|Access to education & technical services||✓||✓||✓||✓||✓|
|Mail house and document storage||Electronic only||✓||✓||✓||✓|
|Operating cash account||Macquarie||Default is Macquarie||Default is Macquarie||Default is Macquarie||Default is Macquarie|
|Administration of non-property manual assets2||✕||Unlimited, first 5 included||Unlimited||Unlimited||Unlimited, first 5 included|
|Administration of property manual assets3||1 Australian residential property only at additional cost||Unlimited, first 1 included||Unlimited||Unlimited||Unlimited, first 1 included|
|Administration of pension accounts4||Available at extra cost||Unlimited, first 2 included||Unlimited||Unlimited||Unlimited, first 2 included|
|Administration of limited recourse borrowing arrangements (LRBA)||Available at extra cost||Unlimited, first 1 included||Unlimited||Unlimited||Unlimited, first 1 included|
|Facilitation of payment||✕||$300||✓||✓||✓|
|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|
|More info||More info||More info||More info||More info|
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 Financial Services Guide.