Why does Superfund Partners exist?
We needed a better way to look after our SMSF clients. So we created one.
We experienced first hand the frustration of the ‘old way’ of looking after SMSFs: Financial statements that were out of date by at least 6 months and of no use to anyone other than the ATO, high fees and poor value due to highly skilled and knowledgeable staff spending unnecessary time on laborious data entry and worst of all SMSF trustees not getting the right advice at the right time!
Our clients and the advisers they choose to work with needed more.
Superfund Partners has embraced the latest technology across our business to enable our team to spend less time punching in numbers, and more time provide the advice, support and service that you deserve.
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
Meet the people who make it all happen.
At Superfund Partners we are able to help you do some pretty remarkable things with your SMSF.
We also get the basic things right. Good old fashioned customer service and ensuring we develop a connection with the people we are here for: You.
As one of the founders of this Superfund Partners, we started with a vision of building a SMSF administration service that did all the things that I wished for during my years of outsourcing to other accountants.
We set about with a clean sheet of paper and open minds to build a service to enable all SMSF trustees - whether they be independent thinkers who control every investment decision, or those who collaborate with a financial planner - to have access to a high quality service at a very reasonable price.
I am so proud of the awesome team of professionals that we have created at Superfund Partners.
Personally I have 25 years of experience providing advice. I hold a Diploma of Financial Markets, a Graduate Diploma of Financial Planning and I am recognised as an SMSF Specialist Advisor with the SMSF Association.
Chloe WardSMSF Manager
I'm the person who oversees the day to day operations of Superfund Partners and it's my job to ensure our clients receive the best possible service.
Although I have many years experience looking after the accounting functions of SMSF clients I'm not an accountant by trade.
My passion and qualifications reside squarely on the advice side of the business.
I love the challenge of helping people reach their goals. The satisfaction I get from knowing that I've helped another person stay on track or reach something they've been aiming for is what makes me come to work each day and love the job I do.
Outside of the office, along with running around after a 4 year old, I love keeping active and getting to the beach any chance I can get.
I am recognised as an SMSF Specialist Advisor with the SMSF Association.
I feel compelled to help as many people as possible squeeze all the benefit of having an SMSF offers - but I know I can't do it alone.
Leading the Superfund Partners team is an absolute privilege. We have assembled a team of individuals who are all more talented than me, but we all share the same conviction and drive to look after our clients.
Technology is turning the world - including the accounting profession on its head. I see this as a good thing and myself and the Superfund Partners team embrace these changes.
I absolutely love coming into work everyday and working with our great team and our fantastic clients!
In terms of qualifications I am a "recovering" Chartered Accountant, SMSF Association Specialist Advisor, Registered Tax Agent and a QLD JP. I also have a Diploma in Financial Planning.
Sonia O'DonnellSMSF Accountant
The major aspect of what I do each day is guiding the clients by helping them with whatever they need helping with regarding their SMSF.
Although there is an element of debits and credits in my role, the technology we use reduces the number crunching and enables us focus on the more important aspects of an SMSF.
Outside of work I love read, travel as much as I can, quilting (getting better with each one!), helping with charity events and fundraising and spending time with my family - including my darling rescue puppies.
I am a qualified CPA and have a Masters in Professional Accounting.
Ashleigh BraxtonSMSF Accountant
I like to think of myself as a fun accountant - who says numbers have to be boring?
I definitely found my calling when I started to specialise in SMSFs - they are such an awesome tool to help achieve your financial goals.
In my day to day role and am always happy to help in any way I can, both my beautiful clients as well as my colleagues.
The close relationships I form with clients help me to do the best job I can for them. The more I can help, the happier I am.
I'm a member of my family SMSF. I have a B.Com in Accounting and I have almost completed my Diploma in Financial Planning.
Emily ChandlerSMSF Administrator
I see myself as the grease that keeps the Superfund Partners machine going. My primary role is to keep our clients accounts up to date and completing monthly reconciliations - and yes - this means I'm the one sending you emails each month asking you questions about any abnormal transactions.
I work very closely with our awesome accountants and my role is very intertwined with what they do. I also like that SMSFs are very black and white. There are rules how things are done and that is what you work within.
I am a 'pop-culture enthusiast' (music, movies, cartoons, comics) as well as an avid gamer. I'm also an amateur dressmaker and aspiring prop maker. Seeing the final results of my hard work is very satisfying - whether it be a clean and up to date SMSF at work or a completed prop or costume at home.
I have a Bachelors Degree in Physiological Science
Racquel FraserASIC & ATO Compliance Officer
My primary responsibilities include dealing with ASIC and the ATO as well as the establishment of new SMSFs or corporate entities for our clients.
I also provide administrative support for the Superfund Partners team which includes anything from answering the phone to applying for ABNs or lodgment of SMSF tax returns.
I'm a problem solver and enjoying getting things sorted out - although this can be challenging when dealing with Government departments! It's nice to know that I'm lifting this burden from our clients however.
Outside of work I love spending time with my two young kids, shopping, travel and holidays (give me a nice resort and a cocktail anytime!) and spending time with friends and family.
Real feedback from SMSF trustees we already work with
Just a sample of the feedback we've received from our existing SMSF clients.
“The way the systems have evolved over the last 2 years has been impressive. All of the staff I have dealt with have been courteous, friendly and above all, professional – and very capably led by Kris.”
“Sonia O’Donnell has been particularly professional, friendly, knowledgeable and helpful. Much appreciated.”
“If Superfund Partners continue their excellent service then I would assure any customer that they are receiving the sharpest and friendliest assistance available. These people are the best. I have been with this team for 23 years.”
“A big thanks to Chloe and the team at Superfund Partners. With our previous accountants and advisers we never felt we were fully on top of everything – we weren’t getting the full value an SMSF could offer. We now have everything up to date, visible and under control. The communication and service we’ve received from start to finish has been fantastic.
“Ashleigh Braxton has done an excellent job getting the accounts up to date. I have worked with four accountants in the past, but she is first to understand the requirements of the ATO, courageously face the challenge, and see it through until all accounts are finalised. Thank you!”