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We experienced first hand the frustration of the ‘old way’ of looking after SMSFs: Financial statements that were out of date by at least 6 months and of no use to anyone other than the ATO, high fees and poor value due to highly skilled and knowledgeable staff spending unnecessary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.
Winnie PhamRelationship Manager
I’m entrusted with delivering exceptional support and service to SMSF trustees, a role ably supported by the talented team of professionals at Superfund Partners.
To provide the highest possible service, staying on top of all things technical is a necessity.
While this keeps my mind sharp, it’s forging strong and trusting relationships which I find most fulfilling.
From a qualifications perspective, I am a qualified accountant with CPA Australia and a Certified Financial Planner with the Financial Planning Association of Australia.
Outside of work, I’m literally ‘outside’ taking full advantage of the perfect Queensland climate.
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.
Jack NicolSMSF Accountant
At Superfund Partners we strive to provide exceptional service to all SMSF trustees, my role is to support the Relationship Managers and expedite the annual accounts work.
I believe a job well done is one that is completed efficiently and with no compromise on quality. I have been working in Super for 5 years with Superfund Partners and am putting the finishing touches on my Bachelor of Information Technology where I specialise in Business Analytics.
Technology and learning is a great passion of mine.
I enjoy learning and understanding Human Computer Interaction as well as pulling computers apart and rebuilding them.
However, I spend most of my spare time outside training, and exercising my dog.
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 7 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 Kitto and Mark Beveridge.”
“Mark Beveridge 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 Winnie Pham 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 Superfund Partners team have done an excellent job getting the accounts up to date. I have worked with four accountants in the past, but they is first to understand the requirements of the ATO, courageously face the challenge, and see it through until all accounts are finalised. Thank you!”
“Having changed Administrators for the first time 12 years ago since setting up our Superannuation Fund, I was very apprehensive to make another change before the 30th of June 2017. Mark Beveridge and his team took ownership of the transfer and virtually within a day or so, I was able to access all of the relevant Super Fund reports online.