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We’re here to help advisers work smarter, not longer.
SuperConcepts’ market-leading SMSF administration services frees up your time to focus on what you do best. Our cost-effective, real-time solutions and online dashboard provide you with a complete view of your SMSF clients, creating greater efficiency and unlocking advice opportunities.
Technology and innovation are at the helm of our administration solutions whilst giving you the ability to move funds between services as your client's needs change.
And, with two flexible service options, you choose the fit that’s right for your clients.
Choose the level of support you need
For SMSFs with simpler asset structures
Suited for clients who intend to invest in cash, term deposits, listed Australian equities, or have assets held in a platform.
With comprehensive features, the annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
Our easy-to-use online dashboard enables collaboration between your client, yourself, and our team to monitor your client's SMSF compliance, investments, contributions and pension requirements.
Has a new or established SMSF whose funds are invested in more complex assets such as multiple properties and manual assets.
Has multiple pension accounts per member.
A comprehensive SMSF administration service that offers a high level of concierge features such as payment facilitation included in the base administration fee.
Expects more assistance with SMSF administration throughout the year.
A feature-rich SMSF administration service with higher service inclusions including unlimited pension establishments, commutation and restructures; unlimited property administration; unlimited LRBA administration; lump sum payment of benefits; facilitation of payments for your SMSF such as rental related payments.
The annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
Strengthen your knowledge and skills to gain a competitive edge. With a team of expert SMSF specialists to support you and a range of online accredited training, we've got your professional training covered.
Have clients with non-super investments? We also provide administration services for investment portfolios belonging to individuals, companies, family trusts, charitable foundations, deceased estates and other entities.