A salesman knows cars, but a mechanic understands how they work, and why they come to a grinding halt.
Super Services are experts in SMSF Administration and Strategic Advice, providing specialised services to ease the pressure of regular processing, staying up to date with the latest legislation and strategies available to Trustees.
Importance of having an expert in your corner
We offer our white labelled service to accountants and financial planners where you wish to provide a full service to your trustees but do not have the resources available to you.
For some practices finding the right people with the right blend of qualifications and experience to service your clients is a struggle. Once you find them you have the time and cost involved in ensuring staff professional development is maintained and purposeful.
Outsourcing to Super Services allows your business to become more efficient and profitable while you focus on your key strengths, and you maintain complete control over your client base.
Our primary relationship is with you, the people we support, while ensuring your clients benefit from our SMSF expertise and simplify the fund administration process for both parties.
Although Super Services does not provide an in-house Audit Service, we can recommend an auditor to suit your client needs, if you do not already have one appointed.
All processing is undertaken by our onshore administration team.
You and your clients can access our portal on either personal computer or a smartphone app to view their:
Current fund value
Current and previous year contributions
Required and actual pension payments in a year
Investment and accounting reports
Using our support services
We will meet with you and your team to ensure we understand the needs of your firm, and you are comfortable with the services we provide.
Super Services will provide a fixed-fee agreement with your practice, with prior negotiation based on volume and size of funds.
Your firm will be appointed a designated contact person to assist with your transition and ongoing administration requirement.
Our service includes all ethical letters and collection of existing Fund documentation, prior year accounts etc. Once this documentation is received for each client, we will complete a document health check and review trust deeds, pensions and binding death benefit nominations and advise if any updates are required.
After each fund is established in our software, you and your client will receive an invitation to view their fund through our portal badged with your logo and name. Similarly, all reports will carry your logo and name.
Learn more about Super Services White Label SMSF Admin Service
Get in Contact
If you want to know more about our services or have a general question, coming to visit or sending us something via post, you can find our contact details here.
To email us, complete and submit this form.
Phone: 07 3359 4833
Address: 924 Gympie Road, Chermside QLD 4032
PO Box 2079, Chermside Centre QLD 4032