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.
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.
Complete the Consent Form or contact our SMSF consultants today at 1300 023 170
Adam Skillitzi | Team Leader - New Business: firstname.lastname@example.org
Mark Shaw | New Business Administrator: email@example.com
Everything you need to know, plus all the things you need to fill in.
SuperConcepts online dashboard enables easy collaboration with our team to monitor your SMSF compliance, investments, contributions and pension requirements.
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.
A feature-rich SMSF administration service with higher service inclusions including:
Providing you with around-the-clock oversight of your fund, the online dashboard drives the efficiencies of our administration services.
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 to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.
Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Preparation of any event-based Transfer Balance Account Reporting (TBAR) to the ATO.
Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.
Access to a range of financial products and service providers at your discretion.
Access to our leading team of experts for your personalised SMSF queries.
Access a range of services your SMSF may need, such as trust deed upgrades, company establishment and secretarial services.
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.