What Our Clients Say
Angela has provided a high level of assistance to both myself and my client. We have both been totally blown away by Angela’s excellent service, professionalism, efficiency and strong technical knowledge of SMSFs. Running a SMSF can be quite complex, tedious and without the right support, both advisers and clients may not have the full confidence to proceed to the next step. Knowing that Angela and SuperGuardian have the right personnel, capability, back office infrastructure and technical support has given me a lot of confidence in establishing a long term working relationship.
The decision to move my SMSF to SuperGuardian has been brilliant.
'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.'
'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.'
'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.'
'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.'
'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.'
'SuperGuardian provide a high quality, reliable service at an excellent price. I use them personally and am pleased to recommend them.'
'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!'
'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.'
'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'
'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.'
‘We have had the privilege of working with Jennifer Lin and SuperGuardian for the past 10 years. The level of knowledge in the ever changing landscape is astounding. Our clients are engaged in ongoing meetings covering superannuation administration, audit and compliance. We highly recommend the team at SuperGuardian for all your superannuation needs’.
Ben has been excellent to work with. Ben has always been calm, understanding and most importantly always explains things clearly and in a way I understand and has helped me sort out the mess that was my SMSF.
Ben’s assistance, understanding, patience and care has been appreciated. I only have positive things to say in my dealings with Super Guardian.
'Tom Davies has been my Client Manager since November 2013.
During that time, I found Tom to be a very courteous, friendly and knowledgeable young man.
Any concerns or questions that I have put to Tom during that period, have been attended to promptly and in a professional manner. I always feel that he has my interests at heart and that my super fund is in good hands. Peace of mind is so important.'
I am very pleased about SMSF Award given to your firm. You all deserve such a good rating.. Honestly, we have been with you on administration of our superfund ever since Day One many years ago. I have had absolutely no complaint about your service, but have been advised very well indeed.
In fact, I did try to help out with the survey among members for the Award, but failed because the first few questions on my background and status got ever so complicated that I could not proceed further to express my opinion.
Well, if one has to give a star rating for the advice given to me, I would have given your firm 6 stars out of 5!
No complaint at all whatever over the years.
'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'
'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.'
'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.'
'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'
'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.'
'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.'
'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.'
'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.'
'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.'
'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.'