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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.
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.
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.
Find the right flexible solution to suit your client
Your client
Their needs
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
The annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
Explore our full-service administration features
24/7 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.
Ongoing 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.
Client 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.
Annual Accounts and Tax
Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Events-based Reporting
Preparation of any event-based Transfer Balance Account Reporting (TBAR) to the ATO.
Insights and Support
Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.
Access Financial Products
Access to a range of financial product and service providers at your discretion.
Technical SMSF Support
Access to our leading team of experts for your personalised SMSF queries.
Flexible 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 below:
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