Login

Foundation

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)

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

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.

Privacy Policy Statement

Ready to join?

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.

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 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.