See what makes Superfund Partners different.

Your SMSF - Your Choice

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.

Advice When You Need It

We have 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. We spend more time on 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. 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.

 

Do you want to find out more?

Talk to us today and discover how we can help you get more from your SMSF.

Find Out More

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 easy.

Did you know?

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

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

Some of our recent articles

Proposed $1.6m pension cap not all bad news

Proposed $1.6m pension cap not all bad news

A proposed budget change capping pension balances (and therefore limiting the corresponding tax exemption available) to $1.6 million has caused major concern to impacted SMSF trustees – but it may not be all bad news!   It is possible to minimise the impact of this proposed change and create a very positive tax outcome, but it will take some planning.   Before diving into potential strategies to minimise (or eliminate) the impact of this proposed change, it is important to…

Data feeds: making life easier

Data feeds: making life easier

Do you want to make your life easier, your superfund compliance easier and of course help make the administration of your superfund easier? We go on and on about data feeds and the important role they play in your superfund’s administration and we are now finally starting to see this also flow across to the audit of superfunds. Less paperwork How would you like to travel around and get on with life, not having to worry about being home or…

What are the average costs of running an SMSF?

What are the average costs of running an SMSF?

The perceived high costs involved with running your own fund can sometimes be the determinant factor for many people, especially when considering if having an SMSF is right for them. In addition to this, the first question I get asked from prospective clients is “what are your fees?”. It’s a legitimate question and is usually the catalyst for trustees to change administration providers, that and the lack of perceived value they are receiving for that cost. Being in this industry…

Solution to Improving Adult Financial Literacy

Solution to Improving Adult Financial Literacy

I was interested but not necessarily surprised to read two articles this week relating to financial fortunes of the general Australian population. The first article talked about financial literacy, where a study by Zurich and Oxford University found that Australia ranked near the bottom of the tables. In the second article, a study by the Actuaries Institute found that almost a third of Australians are in danger of running out of money because they are drawing too much out of…

Auditors, those bank statements and the administrators…

Auditors, those bank statements and the administrators…

We all understand that sometimes it’s, well, annoying to be asked for a document you didn’t think you would have to provide. Numero uno… the bank statement request when we already had you sign the data feed authorisation to allow Superfund Partners to download the bank transactions.   So, what we will address today is when we will request copies of bank statements, and when we will not.   The 2 Types of Data Feeds There are two types of…

Renting a commercial property owned by your SMSF?

Renting a commercial property owned by your SMSF?

One of the key concepts with having an SMSF, is that as trustee you must preserve the assets of the SMSF for your retirement.  With that in mind, the ATO is exceptionally clear that as trustee you must not treat the assets or income of the SMSF as your own – it’s not, it belongs to your future self in the form of retirement income. With that in mind, it’s important to remember that when the SMSF owns a commercial…

Top 10 end of financial year tips for your SMSF

Top 10 end of financial year tips for your SMSF

The end of the financial year is the perfect time to give your SMSF some love.  The following are our top 10 pre-30 June items we believe every SMSF trustee should look at. Take your minimum pension!  Maximise contributions Superstream Review your SMSF investments Pay any outstanding taxes or fees Property Collectibles Valuations for EVERYTHING Update your SMSF trust deed Is it time for an SMSF trustee company?     Take your minimum pension!   If you are taking a…

June 2016 Partners Wrap up

June 2016 Partners Wrap up

Chloe Ward chats about the budget, non-concessional contribution caps and wraps up the month as we all prepare for the election that is just around the corner.

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…

Real feedback from SMSF trustees we already work with

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

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