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Platinum

SuperConcepts Platinum

 
A feature-rich SMSF administration service for all types of SMSF investments.

Our Platinum service is designed for your clients who have a diverse range of SMSF investments and want a premium service to ensure their retirement future is in good hands. 

We take care of the paperwork so you can focus on the more important matter of guiding clients through their SMSF journey.

What's included?

A feature-rich SMSF administration service with 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.

from
$3,100
per annum

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.

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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.