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SMSF administration made easy

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

SuperConcepts Foundation

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.

Low cost and value for money.

from
$1,500
per annum

SuperConcepts Platinum

For all types of SMSF investments

A feature-rich SMSF administration service for clients seeking a high level of service inclusions including: 

- unlimited pension establishment, 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

- concierge services including facilitation of payments

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.

from
$3,100
per annum

Find the right flexible solution to suit your client

 

Your client

Intends to invest in cash, term deposits, listed Australian equities, or have assets held in a platform.

Their needs

A flexible, comprehensive SMSF administration service that covers year-round fund administration, compliance monitoring and regular fund reconciliation.

Seeking only to pay for the services they need and would be willing to add additional services as required.

Service Features

A two-tiered pricing structure for clients in accumulation or pension phase.

Flexible, comprehensive service features, the annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.

Your client

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.

Their needs

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. 

Service features

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.

Explore our full-service administration features

 

icon-24-724/7 Online Access

Our online dashboard enables easy collaboration between your client, yourself and our team to monitor your SMSF compliance, investments, contributions and pension requirements.

icon-day-to-dayOngoing Administration

Timely reconciliation of your client's funds backed the industry-leading data feed connectivity; so you can see an updated view of your client's SMSFs and track contributions and pensions.

icon-dedicatedClient Service Management

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.

icon-annual-account-taxAnnual Accounts and Tax

Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.

icon-tbar
Events-based Reporting

Preparation of any event-based Transfer Balance Account Reporting (TBAR) to the ATO.

icon-insights-supportInsights and Support

Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.

icon-access-linkedAccess Financial Products

Access to a range of financial product and service providers at your discretion.

icon-tech-supportTechnical SMSF Support

Access to our leading team of experts for your personalised SMSF queries.

icon-flexible-serviceFlexible Service Inclusions

Access a range of service your client's SMSF may need such as trust deed upgrades, company establishment and company secretarial services.

All details about our fees and charges are outlined in the Administration Service Guide and Financial Service Guide

Want more adviser administration support?

Need help with a single SMSF service?  Easily access our comprehensive suite of documentation services covering fund establishment, corporate trustee, trust deed upgrades & more!
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.
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How can we help you?

Drop us a message if you prefer to talk it through. We will make sure the right person reaches out.

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