SuperConcepts Foundation
For SMSFs with simpler asset structures
Suited for SMSFs that intend to invest in cash, term deposits, listed Australian equities, or have assets held in a platform.
Low cost and value for money.
SuperConcepts Platinum
For all types of SMSF investments
A feature-rich SMSF administration service with a high level of service.
The annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
Ready to switch to SuperConcepts?
Complete the Consent Form or contact our SMSF consultants today at 1300 023 170
Adam Skillitzi | Team Leader - New Business: adam.skillitzi@superconcepts.com.au
Mark Shaw | New Business Administrator: mark.shaw@superconcepts.com.au
Relevant documents & forms
Everything you need to know, plus all the things you need to fill in.
Online Dashboard
SuperConcepts online dashboard enables easy collaboration with our team to monitor your SMSF compliance, investments, contributions and pension requirements.
Your SMSF
Your needs
Seeking only to pay for the services you need and would be willing to add additional services as required.
Service features
A two-tiered pricing structure for clients in accumulation or pension phase.
Flexible, comprehensive service features, the annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
Your SMSF
Can have multiple pension accounts per member.
Your needs
And expect more assistance with SMSF administration throughout the year.
Service features
A feature-rich SMSF administration service with higher service inclusions including:
- ‣ unlimited pension establishments, commutation and restructures
- ‣ unlimited property administration
- ‣ unlimited LRBA administration
- ‣ lump sum payment of benefits
- ‣ facilitation of payments for your SMSF such as rental related payments.
Explore our full-service administration features
24/7 Online Access
Providing you with around-the-clock oversight of your fund, the online dashboard drives the efficiencies of our administration services.
Ongoing Administration
Timely reconciliation of your funds backed by the industry-leading data feed connectivity. You can see an updated view of your SMSFs and track contributions and pensions.
Client Service Management
Client Service Management to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.
Annual Accounts and Tax
Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Event-based Reporting
Preparation of any event-based Transfer Balance Account Reporting (TBAR) to the ATO.
Insights and Support
Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.
Access Financial Products
Access to a range of financial products and service providers at your discretion.
Technical SMSF Support
Access to our leading team of experts for your personalised SMSF queries.
Flexible Service Inclusions
Access a range of services your SMSF may need, such as trust deed upgrades, company establishment and secretarial services.
All details about our fees and charges can be found below
Explore our Dashboard
How it works
Switching your fund to SuperConcepts is easy! We have solutions to suit your needs based on the complexity of the fund and the level of service you require.
SuperConcepts does the heavy lifting. Our onboarding specialists will contact you to discuss the next steps.
SuperConcepts' team of experts will help ease the burden of SMSF administration, providing guidance throughout the entire process, and ensuring a seamless transition for your fund.
