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SuperConcepts Foundation


A comprehensive SMSF administration service for SMSFs with simple asset structures

We take care of the paperwork so you can focus on the more important matter of guiding clients through their SMSF journey. Our Foundation service is designed for your clients who intend to invest in cash, term deposits, listed Australian equities or have their assets held in a platform.

What's included?

The comprehensive annual base fee covers year-round fund administration, compliance monitoring and regular fund reconciliation.


- from $1,500 (accumulation)
- from $2,000 (pension)


For a new SMSF, ensure your clients have:
  • • Chosen a name for their SMSF
  • • Personal details for each member including tax file numbers
  • • If they intend to use a corporate trustee, the name they would like to use for this company
  • • Identification documents for themselves and each fund member, eg. driver’s license, Medicare card, passport

Transfer SMSF

If transferring an SMSF, ensure your clients have:
  • • Details of their existing SMSF
  • • Details of their corporate trustee (if they have one)
  • • If you are currently using an administrator for the fund, their contact details so we can contact them and initiate the transfer

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

Key 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 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.

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 Linked Services

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.