SuperTrack is Super Concepts’ premier all-in-one, year round SMSF administration and compliance service. It is a portfolio administration service with online daily portfolio valuation and provides all the necessary services to operate your SMSF on a day-to-day / year-to-year basis. This package has competitive fees and includes:

Fund Establishment (including transfer)
Establishment of integrated cash operating accounts

Quarterly services
       >    Preparation and lodgement of business activity statements (BAS)
       >    Payment of any ATO liabilities from the fund’s cash operating account

End of financial year reporting and services
       >    Preparation of:
             -    End of financial year compliance checklist
             -    Member benefit statements
             -    Trustee Annual Report to members
             -    Financial statements
             -    Fund income tax and regulatory return (fund financials)
             -    Trustee Financial year end reporting documentation 
        >    Independent audit by an SMSF expert
        >    Audit certificate provided to the Trustee

Online services
     Access to your fund’s daily progress and performance online to view:
       >    Portfolio valuation reports to track the daily movements
       >    Actual asset allocation verses investment strategy parameters
       >    Reports for realised and unrealised capital gains/losses
       >    Income and expense reports
       >    Contribution information
       >    Pension payment register
       >    Taxation reconciliation
       >    Member statements

Demo
To experience the full online reporting facilities available, click here

Cost
Click here for the fee schedule.

Getting Started
New funds
Download and complete the Super Concepts New Fund Application form and forward to Super Concepts, contact details listed below.

Existing funds
Download and complete the Super Concepts Fund Transfer Application form and forward to Super Concepts, contact details listed below. An Information Authority Letter must also be completed.

Postal address
SuperTrack PAS
Locked Bag 2008
FOREST HILL VIC 3131

Email
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Fax
03 9560 2438

SuperTrack Brochure
Click here to view or download the SuperTrack Brochure