SMSF Outsourcing

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At SuperGuardian our passion is helping Accountants and Financial Advisers add value to their clients and provide the best SMSF service possible. We do this via our Outsourcing solution.

As the SMSF landscape continues to get more and more complex, it’s more important than ever to ensure you are doing the best you can for your clients.

We will take the time to listen and understand your concerns to ensure we have a solution that suits your business.

Are you concerned about risk?

If you don’t have time to put into training your staff and ensuring they are kept up to date with legislation changes then this is a risk to your business. 

If you aren’t meeting lodgement deadlines this is a risk to your business.  At SuperGuardian we aim to be over resourced at all times. Year on year we continue to have impressive ATO stats around our lodgements.

Our outsourced solution can also avoid key person risks especially if you have a small team to begin with.

If SMSFs aren’t your core business then consider partnering with experts.

SMSFs are all we do – they are our bread and butter! We have the knowledge, time, expertise and software needed.  Through the 18 years we have been providing SMSF services, we have proven processes and experience to reduce risk to your business.

Do your clients know how their fund is tracking? Can they easily monitor contributions and pension payments?

We believe the below information can and should be at every Trustees’ fingertips:

Not only should Trustees have access to this information but it should be updated daily, and available 24/7. How are Trustees expected to make informed decisions for their SMSF and financial future if they don’t have the necessary information? With the Class Super 24/7 online reports Trustees can access this information when they need it.

With all transactions being processed daily, the SuperGuardian service provides enhanced compliance. Should we come across any compliance concerns we can raise it with Trustees then and there and not wait until the end of financial year.

To view a demo of our online reports, which can be branded with your company logo, please click here.

Are you looking to reduce costs?

We can help you reduce overheads, software, and training costs.

With the scale of our business, we connect various service providers and are often in a better position to negotiate costs for trust deed, actuarial certificates and audit fees.

Do you want to receive less paperwork?

We receive, process and action any correspondence for your clients on a daily basis, forwarding investment offers or items that need actioning onto either yourselves or your clients. This saves your business time and money.

With the scale and size of our business we are always equipped to take on a large number of SMSF clients. 

If you have concerns that you could be doing better by your SMSF clients, give us a call. We will take the time to listen and understand your needs and concerns and provide you with a solution to help you provide the support your clients deserve. 

FAQs

Our services are available to accountants, financial planners, stockbroking firms and other SMSF Administrators.

  • SMSF Establishment
  • SMSF Transfer
  • SMSF Compliance, Accounting, Tax and Audit
  • SMSF Reporting
  • Cloud-based document storage
  • Technical support/training for your staff
 
If you are looking for a service that is outside of the above, please let us know and we can work with you on an offering that fits with you and your business.

We use Class Super who are the leading provider of cloud-based administration software for SMSFs, with around 30% of all SMSFs administered on Class Super.

Yes, that option is certainly available. Please discuss with us directly. 

Yes, that option is certainly available. Please discuss with us directly.

This offering can include –

  • Designated phone number and receptionist
  • Designated mail box in Adelaide GPO
  • Branded online reports
  • Branded letters and stationery
  • Co-branded financial statements
  • Branded marketing material/fact sheets 

As many as you like! With the scale and size of our business we are equipped to take on a large volume of clients.

We have a dedicated transitions team whose sole focus it to ensure any transfers are handled as quickly and efficiently as possible. We can even visit your office and upload any documentation we need to ensure your day to day operations are not affected. 

This is entirely up to you and how you want our partnership to work.

Yes, we will allocate you a Client Manager who is your one point of contact for any questions relating to your clients.

Our fees depending on the number of clients, the accounts and investments held for your clients. Please give us a call so we can discuss a tailored solution for your business.

Yes we certainly do. We can put you in contact with a number of groups we provide services to.

Let’s Talk

If you would like to find out further information on the SuperGuardian service
please give us a call.

Sydney

Level 13, 333 George Street
Sydney NSW 2000

Melbourne

Level 21, 567 Collins Street
Melbourne VIC 3000

Adelaide

65 Gilbert Street
Adelaide SA 5000

We are open: Monday – Friday 8:30 AM – 5:00 PM (ACDT)

Related services

Specialist Technical Services

As experts in the area of SMSF accounting, taxation and compliance we assist Trustees, Accountants and Financial Advisers with variety of complex issues.

SG Daily Administration

If you want to enjoy the benefits of running an SMSF without worrying about the day to day administration then the SuperGuardian Daily Service is ideal.