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.

SuperGuardian WILL do

• 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

SuperGuardian WONT do

• 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 Team

Our dedicated and passionate team are what make the SuperGuardian service so special.

Let’s Talk

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.

Sydney

Level 13, 333 George St.

Sydney NSW 2000

Melbourne

Level 21, 567 Collins Street

Melbourne VIC 30000

Adelaide

65 Gilbert St,

Adelaide SA 5000

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