set-up and administration
Used and trusted by over 25,000 SMSFs
50% off set-up fees until 31 Dec '18
You invest, we help take care of the rest.
We will set-up your SMSF including preparing the trust deed, organising government registrations and facilitating rollovers.
Compliance and tax taken care of
We organise the annual preparation of your SMSF's:
- Balance Sheet
- Profit and Loss Statement
- Member Statements
- Trustee Resolutions and Minutes
- Income Tax Return
Receive automated alerts when there are things you need to do.
As you shift from accumulation phase to pension phase your SMSF shifts with you. We facilitate managing your pension accounts from within your SMSF.
Access life, TPD and income insurance through your SuperConcepts administered SMSF.
Increase your knowledge
Receive complimentary access to seminars and webinars with Australia’s leading SMSF experts.
Stay in control with your online SMSF Dashboard
- Your Dashboard brings together everything you need to manage your SMSF.
- Set your SMSF investment strategy.
- Monitor your SMSF investments daily.
- Upload, store and view important documents.
- Download relevant news and reports.
- Set up and manage your beneficiaries, withdrawals and rollovers in one place.
Control your investments
You make all your investment decisions. Use your personalised online dashboard to keep track of your investments daily. Invest your SMSF across the following types of investments.
- Direct property*
- Listed Australian REITs
- Listed global REITs
- Property ETFs
*Restricted to one Australian residential property. Borrowing to buy property is permitted.
- Direct Australian shares
- Direct global shares
- Exchange traded funds
- Listed managed funds
- Bank accounts
- Term deposits
- Hybrid securities
- Listed bonds
- Peer to peer lending
- Listed warrants & options
All of these investment choices are available in our base product, iSaver. If you want to invest in assets outside these, explore our premium administration solutions, which offer greater investment flexibility.
|Set-up fee for SMSF with individual trustees:|
$650 $325 (Save 50% until 31 Dec 2018)
|Set-up fee for SMSF with corporate trustee:|
$1640 $820 (Save 50% until 31 Dec 2018)
|Transfer existing SMSF: Free|
|Base admin fee (paid in monthly installments) — |
|Audit fee — $495 p.a.|
|Residential property (if applicable) — $300 p.a.|
|Other fees may apply (see the FSG)|
|Investment fees (such as trading commissions) will be payable to financial service and product providers. These will vary based on the provider, asset type and frequency of trading.|
All fees are inclusive of GST. View the terms and conditions and full list of services and fees in the SuperConcepts Financial Services Guide.
*To receive 50% off your set-up fee, insert the code S-50-EST when prompted in the application process. (Apply and pay by 31 December 2018)
**There is no transfer or set-up fee however fees may be incurred if there is catch-up processing required. (see the FSG for details)