Starter

Simplify your SMSF journey with our digital-first service, perfect for newcomers and straightforward assets, making administration hassle-free.

$1,455* per annum
Includes Establishment

Normally $1,755

USE CODE AT CHECKOUT

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.

*For New Establishments only: $0 Establishment fees and you will receive $300 off Administration Fees for the first 12 months. Includes administration and annual audit. All fees are inclusive of GST.

Corporate trustees: Discounted $114 company incorporation fee plus a $636 ASIC statutory fee will apply.

SuperConcepts Starter · New Establishment Offer

You invest. We do the rest.

The thing that stops most people starting an SMSF isn’t the paperwork, it’s the feeling of having to navigate it alone. Starter, SuperConcepts’ digital-first SMSF administration package, runs compliance monitoring quietly in the background, giving you full control without the guesswork.

New establishments get $0 set-up and $300 off admin for the first 12 months.

Know exactly where you stand before you start.

Starter is probably right for you if

  • Your assets are things we can auto-feed: cash, term deposits, Australian or international shares, ETFs and more, across 260+ connected banks, brokers and platforms.
  • You’d rather manage everything from an online dashboard than chase paperwork.
  • You want compliance work handled by specialists, not by you at 11pm on a Sunday.
  • You’re not ready (yet) for property or an LRBA, and want the option to upgrade later without starting over.

Consider Essentials or Expert if

  • You’re investing in property。
  • You need more than one pension account.
  • You hold assets without an automated data feed.

Compare all plans →

See the Dashboard in Action

Providing you with around-the-clock oversight of your fund, the Client View 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.

Ready to take control of your super?

Establishing an SMSF is easy with SuperConcepts. We’ll be with you every step of the way – set-up, training, software, and full fund administration.