Eligibility Criteria:
• Starter is designed for simple assets such as cash, ASX-listed equities or where all assets are held in an investment platform or “wrap” account.
• All assets must be data-fed (where we are able to receive electronic transaction information).
• Your primary cash account must be a Macquarie Cash Management Account which we will set up for you.
Perfect for newcomers
This digital-first service makes SMSF administration accessible and hassle-free, giving our customers the confidence to start their SMSF journey.
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 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.
