See what makes Superfund Partners different.

Your SMSF - Your Choice

You have an SMSF because you want control and choice in regards to how your retirement savings are invested. We do not dictate to our clients what they can invest in and what banks, brokers, investments or investment platforms they need to use. However where we believe there is a better solution that saves you both time and money, we will point you in the right direction.

Less Paperwork

We are experts at streamlining how your SMSF runs. We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date. Our goal is to complete your SMSF accounts without large amounts of documentation and without us undertaking any manual data entry.

Advice When You Need It

With Superfund Partners you have access to an experienced team of tax accountants, SMSF specialists and financial advisers. The right advice is only ever a phone call away, and we encourage you to come and meet with us once a year at no extra cost. The less time we spend on chasing paper and manual data entry the more attention we can give to strategies that help you squeeze the most from your SMSF.

Simple Fee Structure

Our fixed fee packages are driven by the accounts and investment platforms you use, not the number of individual investments or transactions. Where your SMSF falls outside the packages we can tell you how to get everything aligned so you can take advantage of the lower fixed fees that the packages provide or work with you to find a solution and a fee that works for both of us.

 

Do you want to find out more?

We love SMSFs – it’s all we do and we do it well. Have a look at our SMSF administration services to discover how we can help you get more from your SMSF.

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Some interesting facts about Superfund Partners

Superfund Partners is one of the largest independent specialist SMSF businesses in the country.

The following are some facts about our business and team.

Of our clients rate our service 9/10 or above

Of our clients rate our service 8/10 or above

Is our on time lodgement rate with the ATO

 

Superfund Partners is a comprehensive SMSF services business that can guide you through all stages of your SMSF journey.

SMSF Accounts

Every SMSF needs it's accounts done each year - but why does it have to be hard? Our innovative approach makes getting your SMSF compliance sorted a breeze.

SMSF Advice

We deliver what the average accountant can't. With Superfund Partners you have access to a team of specialist advisers to guide you on your SMSF journey.

SMSF Set-up

Thousands of new SMSFs are established every year. Most are set-up incorrectly. With Superfund Partners we guarantee to get you started the right way.

Transfer to Us

Sometimes you simply outgrow your existing accountant or administrator and you need more. Transferring your existing SMSF to Superfund Partners is a breeze.

Real feedback from SMSF trustees we already work with

Just a sample of the feedback we've received from our existing SMSF clients.

Some of our recent articles

What a Super Budget – Superannuation changes in the Federal Budget 2016

What a Super Budget – Superannuation changes in the Federal Budget 2016

  Well, I can’t say that this year’s budget was my favourite, which I’m sure is a shared sentiment among a lot of our clients. Whilst I still believe that Superannuation is a great space and retains a high degree of tax advantages, there are some changes on the table that will affect quite a few people. For simplicity’s sake, let’s break it down into the good and the bad: The Good The work test has effectively been done away…

Welcome to Monthly Processing

Welcome to Monthly Processing

Are you on the monthly bill cycle for Superfund Partners? If that is the case, you are part of the monthly processing system. As the name suggests, this means that each month your superfund is reconciled up to the end of the previous month. This is made possible by our ability to utilise data feeds that port transactional data into our software Class Super (For more details see Chloe Ward’s blog on Data Feeds).   There are many advantages to…

April 2016 Partners Wrap up

April 2016 Partners Wrap up

Chloe talks about a successful month, looking at opportunities and getting ready for the budget announcement.

Partners Express – Investment Talk with Mark Beveridge from Quill Group

Partners Express – Investment Talk with Mark Beveridge from Quill Group

Chloe interviews Mark Beveridge from Quill Group and gets his insight on the difficulties investors are facing and what opportunities they should be looking out for.  

March 2016 Partners Wrap up

March 2016 Partners Wrap up

Chloe talks about crunching down before the May deadlines, what to watch out for and steps you should be taking for EOFY preparation.

Investment Property Capital vs Expenditure: What you can claim

Investment Property Capital vs Expenditure: What you can claim

When you buy an investment property, it’s assumed that all costs associated with the property will be a tax deduction, unfortunately, this is not always true. An expense is deductible when it is incurred and to the extent that it relates to producing assessable income. Some of these expenses may include: Advertising for tenants Cleaning Insurance Utilities & Taxes Repairs Loan Interest Agents’ Commissions All of the above are common rental property expenses incurred in relation to rental income received.

What are data feeds and how do they work?

What are data feeds and how do they work?

Data feeds are something that you have most likely heard us talk about for quite some time. These third party authorities have a huge impact on how we look after you and your fund and the level of accuracy and efficiency we can deliver. Probably the most important misconception is that when you sign a third party authority form, we have “access” to your account or we can transact on the account on your behalf.  This is absolutely incorrect – to…

SMSF compliance and regulations changes are coming 1 July 2016

SMSF compliance and regulations changes are coming 1 July 2016

Whilst there haven’t been any major tax reforms within Super for quite some time, the landscape has definitely shifted in terms of compliance and issues surrounding advice. So what changes are coming into effect this year?   Abolishment of the Accountants Exemption This is probably one of the biggest changes to disrupt the financial services industry. One of the few legitimate exemptions that currently applies to accountants is the ability for them to recommend the establishment, or wind-up, of an…

Adviser or Broker?

Adviser or Broker?

ASX listed equities are statistically the most common asset in an SMSF and this is reflected in the hundreds of SMSF accounts I review each year. A common question I ask my clients is “do you have an adviser or a broker?” I get mixed answers to this question. Some brokers call themselves advisers but only provide investment advice, occasionally investment research or IPO access and execute trades.  Some brokers act purely on an ‘execution only’ basis – they solely…

Collectibles – time to act

Collectibles – time to act

Collectibles and changes from 1 July 2016 Does your SMSF own artwork, jewellery, coins, vintage cars, wine collections or antiques to name a few of the major items deemed collectibles?  If these items were purchased before 1 July 2011 you might not be aware that significant changes are taking effect from 1 July 2016. From 1 July 2016, any collectible owned by an SMSF must adhere to the new rules: The collectibles are not to be stored at the SMSF…

Devil in the detail with Age Pension changes

Devil in the detail with Age Pension changes

New changes to the eligibility for the Age pension is due to come into effect on 1st Jan 2017.   With the state of the Federal budget in deficit,  one might argue that changes to the age pension are inevitable. However, the fairness of the new rules will undoubtedly be something that many existing pensioners will question and I expect many people will adjust their spending plans once they figure out how the new rules will affect their pension entitlement.

6 reasons to update your SMSF trust deed

6 reasons to update your SMSF trust deed

With the amount of changes to superannuation in the last five years it’s essential that your SMSF has a robust, good quality trust deed. Although the rate of actual law changes has slowed in the last few years, there have still been numerous rulings, cases and new strategies developed which require an up to date SMSF trust deed to protect your interests and get the most from your SMSF. The following six items are example areas where your current SMSF…

SMSF advice: We’re here to help

SMSF advice: We’re here to help

A recent statistic from Investment Trends caught my eye:  40 per cent of SMSF trustees who stopped using an accountant in 2014 cited lack of access to a wider range of advice services and expertise. Is this because accountants don’t have the expertise or to deliver the right SMSF advice to trustees, or are they simply failing to communicate it?

Should my SMSF become a sophisticated investor?

Should my SMSF become a sophisticated investor?

Australia has relatively strong investor protection laws, and although they don’t always meet the public’s expectations, they typically ensure investors have access to appropriate disclosures and protection mechanisms when they invest or take financial advice. However there are certain exemptions (namely the sophisticated investor exemption) available to companies that issue investments or provide advice and SMSF trustees can unknowing be placed into a situation where they can’t access these protections.

Using an SMSF unit trust to buy property with super

Using an SMSF unit trust to buy property with super

The following article on using an SMSF unit trust to buy property was written by Daniel Butler of DBA Lawyers and published in the Australian Financial Review on September 26; 2015. The original article can be found here: Beware when using a unit trust to buy property in your SMSF (AFR subscription may be required). SMSF unit trusts are popular structures by which to hold property and other investments. They are particularly popular for self-managed superannuation funds (‘SMSF’) that invest…

Is self-managed super right for you? – FREE WEBINAR

Is self-managed super right for you? – FREE WEBINAR

More and more Australians are taking control of their financial lives and accessing wider investment choice via a self-managed super fund (SMSF), however this is an area many of us still don’t fully understand. Webinar: self-managed super (SMSF) – is it right for you? In this webinar Chloe Ward, SMSF Specialist Manager from Superfund Partners will discuss: • Suitability • How to set up a SMSF • Your ongoing obligations and responsibilities • Investment choices • Strategies you can use…

Our latest tweets

Five things to do with your SMSF over next 5 weeks bit.ly/1sNki2S

About 3 days ago from Superfund Partners's Twitter via Buffer

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