Features:
• Allows investment in a broad range of assets and more complex requirements, such as GST registration.
• Includes the administration of one property and one limited recourse borrowing arrangement (LRBA).
• Includes the administration of up to two account-based pensions.
• We will set up a Macquarie Cash Management Account for your SMSF.
Designed for those who need a bit more
Elevate your SMSF support for complex assets and day-to-day management.
Compliance Monitoring
Regular reconciliation of your funds, backed by real-time data feed connectivity, allows ongoing monitoring of your SMSF to track contributions and pensions, alerting you when action is required.
Document management
With our in-house mailroom facility we can receive all documents relating to your fund on your behalf, and scan and upload to your dashboard for safe and organised storage.
See the Dashboard in Action
Providing you with around-the-clock oversight of your fund, the Client View online dashboard drives the efficiencies of our comprehensive administration service.
Explore our full-service administration features
Client Service Manager
A dedicated 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.
Technical SMSF Support
Our SMSF technical expert will address your specific SMSF queries and concerns. In addition, we offer a range of free resources to deliver important industry updates and insights.
Flexible Service Inclusions
Access a range of services your SMSF may need such as trust deed upgrades, company establishment and company secretarial services.
Data Protection
We take data security very seriously. With ISO 27001 certification, our information protection management system has received global recognition that it complies with best practice standards and bank-level security.
Events-based Reporting
We will prepare and lodge Transfer Balance Account (TBA) Reporting to the ATO on a regular basis during the year where required in relation to any pension fund.
Automated Data Feeds
Automated data feeds from 260+ banks and institutions deliver transaction information directly to your dashboard, eliminating manual data entry and ensuring up-to-date portfolio values.
I am ready to get started
Join thousands of trustees, advisers and accountants who have chosen SuperConcepts as their trusted SMSF partner.
