Services

SuperAccounts Plus removes the paperwork and administration burdens of a self managed superannuation fund BUT keeps you and your fund in control.

A service that works in many ways

SuperAccounts Plus provides:

• Year end reporting service - includes liaison with Auditors and the Australian Taxation Office and the preparation of financial statements, member reporting, fund audit and income tax and regulatory returns that are required annually for a self managed superannuation fund.

  PLUS

• Mailbox service - Super Concepts becomes the mailbox for all your paperwork and administration of your fund.
• Banking Flexibility - Ability to use the provider of your choice for your funds bank account.
• Investment Flexibility - You continue to control, manage and direct your superannuation fund investments.
• Provision of hard copy or email quarterly reports - Operating statement, Statement of Financial position, Investment Summary, Member Statements, Instalment Activity Statements and Business Activity Statements, Superannuation Member Contributions Statement (Surcharge).
• Back up & Support - Access to technical assistance is only an email or phone call away.

Cost

$330 per month - $3960 pa. (inc GST)

Getting started

Download and complete the SuperAccounts Plus Set Up Form and forward to:   SuperAccounts Plus, Locked Bag 2008, Forest Hill VIC 3131

Transferring is easy!

If you already have a self managed fund and wish to transfer to Super Concepts SuperAccounts Plus service, download and complete the SuperAccounts Plus Transfer Form and forward all requested documentation to:      SuperAccounts Plus, Locked Bag 2008, Forest Hill VIC 3131

To find out more

Contact Us by email or call 1800 625 644 if you would like more information on SuperAccounts Plus or our complete suite of Super Concepts services.