What Our Clients Say
Warren Buffett is quoted as saying 'All I want is one good idea every year. If you really push me, I'll settle for one good idea every two years'. For me deciding to deal with SuperGuardian in 2008 was that one good idea. I can recommend making it your good idea for this year.
Justin O'Kane O'Kane Investment Services Pty Ltd Melbourne 14/04/2015
The decision to move my SMSF to SuperGuardian has been brilliant.
Chris Cuffe Company Director & Chairman,Third Link Executive Sydney 14/04/2015
'I have known Olivia for over 13 years and when I decided to set up a SMSF 4 years ago, there was only one person I called and that was the team at SuperGuardian. SuperGuardian provides an excellent professional service for managing your SMSF administration needs. I have no hesitation in recommending them to friends, collegues and advisers.'
Mark Rice FirstMac Victoria 14/04/2015
'We have had a business relationship with SuperGuardian for several years and have confidence in their capacity as Super Fund Accountants. Fixed fees, transparency and great communication all add value to what we do with our clients who often have complex needs.'
Michael Hart Baker Young Hart Wealth Management Adelaide 14/04/2015
'Part of my role as a Financial Planner is to ensure that my clients understand that owning a SMSF has great flexibility and offers them more control over their superannuation. But this also comes with legal responsibilities and compliance requirements that a lot of trustees do not understand and find very onerous. To protect my clients I need to ensure that they have a specialist SMSF administrator in place to take care of all aspects of accountancy and compliance. I have been utilising the SuperGuardian services for over 7 years as I find they are able to deliver a service that is both professional and very efficient with an affordable fee structure.'
Lyn Walker Financial Planner QLD 14/04/2015
'I have maintained a long relationship with SuperGuardian and my clients have enjoyed a great service from the firm. The staff are friendly and very helpful and they have been more like a business partner than a service provider. I would certainly recommend SuperGuardian to people considering establishing an SMSF.'
Tony Catt Catapult Wealth Adelaide 14/04/2015
'The team at SuperGuardian are true experts in the field of SMSF accounting and administration. When providing strategic advice to our clients that use SuperGuardian, we greatly value the ability to log on to their innovative reporting system and get month-end information at any time of year. And the best thing for our clients is that their service doesn't come with a higher price-tag than traditional SMSF accounting services.'
Rob Pyne HPH Solutions Perth 14/04/2015
'SuperGuardian, delivers an excellent service to my clients who run self managed super funds. Excellent attention to detail, timely processing and great value for money.'
Simon Wood Ord Minnett Melbourne 14/04/2015
'SuperGuardian provide a high quality, reliable service at an excellent price. I use them personally and am pleased to recommend them.'
David Burgess Macquarie Adelaide 14/04/2015
'SuperGuardian have been fantastic in looking after all my accounting and compliance needs for my SMSF. As a business we recommend the SuperGuardian service offering to all our advisers and their clients. The evolution of the SuperGuardian business has been fantastic, they are incredibly client centric!'
Jennifer Pearse Jenesis Sydney 14/04/2015
'SuperGuardian provides a high level of service to its clients, and given that, I believe PortfolioGuardian will do the same. SuperGuardian would be a good choice for anyone considering a SMSF.'
James Power Power Wealth Management Sydney 14/04/2015
'Olivia is a one of those clients that every successful business looks for. Possessing a strong understanding of the product and compliance requirements and a keen eye for adding efficiencies to business processes, delivering on promises and achieving mutually beneficial results'
Matthew Crofts BGL Adelaide 14/04/2015
'SuperGuardian is an excellent organisation to work with and Olivia makes the experience that much better. She is an excellent manager that my clients and I both trust. I will continue to work with SuperGuardian into the future.'
Adrian McRae Ord Minnett Melbourne 14/04/2015
'Our SMSF has been in the hands of SuperGuardian since inception in 2009. The excellent package and professional service SuperGuardian provides in collecting, collating and recording all information required for compliance has relieved us, as Trustees, of a significant workload. Importantly, we cannot fault our client manager who has, without exception, been very communicative, responsive and always ready to promptly address any of our queries. We are very happy clients'
Len Vaughan Melbourne 14/04/2015
'I transferred my SMSF to SuperGuardian as a result or recommendation from our contact at ANZ during 2005 and have been very happy with the service ever since. I have had the same Client Manager for the past 4 years who responds promptly to any of my requests, great service with a 24 hour turnaround. I find the process of monthly reconciliations far more efficient than having to bundle everything together to give to an Accountant at the end of the financial year. The cost of this service is exceptionally cost effective; in particular with the ever changing SMSF legislation therefore it presents an excellent value proposition for individuals who do not fully appreciate the complexity and compliance processes of the SMSF vehicle, not to mention the penalties imposed by ATO in the event of non-compliance.'
Tony Cakmar Melbourne 14/04/2015
'We joined SuperGuardian in 2007 after we decided to have our own Self-Managed Super Fund. SuperGuardian established and has administrated our SMSF in such a smooth and efficient way that we simply have just enjoyed our SMSF without having any problem or worries what so ever. SuperGuardian, although being quite efficient right from the beginning has still drastically improved, matured and enhanced since we joined. We are very pleased and thankful for the SuperGuardian services. SuperGuardian now owns the best professionals in the market and just to name one; Chris Gill as our Client Manager who has been the best thing happened both to us and the SuperGuardian.'
Mahmood Majedi Melbourne 14/04/2015
'SuperGuardian has been looking after my SMSF since 2007. I find the advice and service provided by my client manager Jason Poser to be extremely professional. I have complete trust in SuperGuardian in ensuring my SMSF is in compliance with the ever changing rules and regulations thus leaving me time to focus on my investments. I have no hesitation to recommend SuperGuardian to anyone wanting to run a hassle free SMSF'
Sam Low Sydney 14/04/2015
'I transferred my SMSF to SuperGuardian in 2007 and have been very happy with the service ever since. I have had the same Client Manager for the past 4 years who responds promptly to any of my requests. I find the process of monthly reconciliations far more efficient than having to bundle everything together to give to an Accountant at the end of the financial year.'
Ray Leggo Melbourne 14/04/2015
'Some decisions you make in life you labour over. You check, you check that check and then you double check again. This was one of them for me. The only problem…this was the one move that I only ever really needed to look at once. But go ahead anyway. SuperGuardian will assist the process. I have never felt so comfortable and secure with thanks to my Adviser in Chris Gill. Thorough, personable and very considerate of my needs is the way he and this organisation work. I'd write more but it's too much reading. I know I have found an Adviser and an Organisation that 'work' for me.'
George Chyer Adelaide 14/04/2015
'I transferred my SMSF to SuperGuardian in 2005 and have been extremely happy with the service ever since. My Client Manager responds promptly to all of my requests and I feel that she takes a real interest in looking after our fund's administration. She is always ready to discuss any questions or concerns we may have. I also find the process of monthly reconciliation enables me to easily keep track of our investments and simplifies the end of year paper work taking much of the worry out of running our own SMSF.'
Michael Welch Melbourne 14/04/2015
'Our SMSF was established in 2007 and we have been with SuperGuardian since then. We consider the prompt and professional specialised service we receive to be good value for money. We would happily recommended SuperGuardian to others and have done so, with members of our family switching their SMSF to SuperGuardian last year.'
David & Sarah Rowe SA 14/04/2015
'We are very satisfied with the quality and standards of the professional service rendered by your team. The advice offered is always prompt, relevant and wise, such that we can maintain a 'hands off' approach with our superfund. The annual audit has been satisfactory to complete legal compliance.'
Kin Yung and Guat Yung WA 14/04/2015
'When I retired from work 3 years ago and wanted to set-up our Superannuation Fund, our bank manager referred us to SuperGuardian. We are very happy with the professional service that is provided by our Client Manager, who is efficient and always prompt with her responses. The previously dreaded preparation of the monthly reconciliation reports have disciplined me to keep up-to-date simple records that highlight anomalies to be attended to promptly, and make end of financial year taxation submissions efficient. We would be happy to recommend the SuperGuardian service to our family and friends.'
Evan Georgiou SA 14/04/2015