Our Brand, defined
Designed for SMSFs that rely on external financial advice. SuperGuardian provides SMSF Trustees and their Financial Advisers compliance and tax services combined with daily reporting and ongoing “Can Do” advice.
Designed for SMSFs that rely on external financial advice. SuperGuardian provides SMSF Trustees and their Financial Advisers compliance and tax services combined with daily reporting and ongoing “Can Do” advice. “Can Do” advice is literally that; advice that tells Trustees and their Financial Advisers what they are allowed to do in respect to their SMSF in accordance with current legislation and regulation. SuperGuardian makes sure Trustees and their Financial Advisers have everything they need to make informed decisions and to maximise wealth creation.
• Same-day solutions with daily reporting and on-call client service
• Reduce paperwork by providing a full mail-house service
• Financials, annual return and facilitated audit
• “Can-Do” approach to technical advice, with qualified, dedicated Client Manager
• Integrated digital platform for reporting, key documents and workflow tracking
• Education and practical content for trusted advisers and their clients
• Proactive SMSF strategies relevant to advisers
• Monthly billing
• Provide personal financial or investment advice
• Have a one-size-fits-all approach to fees
• Over-shoot lodgement deadlines
• Restrict clients from investing in legitimate products of their own or their adviser’s choice
Our dedicated and passionate team are what make the SuperGuardian service so special.
If you have any questions or would like to find out more about
how we can assist you, please do not hesitate to contact us.
Level 13, 333 George St.
Sydney NSW 2000
Level 21, 567 Collins Street
Melbourne VIC 30000
65 Gilbert St,
Adelaide SA 5000
We are open: Monday – Friday 8:30 AM – 5:00 PM