Superfund Partners Pty Ltd

Superfund Partners Pty Ltd
Superfund Partners Pty Ltd
Professional Services-BROADBEACH, QLD
Professional Services-Broadbeach, QLD
The vision of Superfund Partners is to create functionality equal to the best online retail solution for trustees of SMSFs and their advisers including sufficient customisation plus an up to..
Level 1, 15 Victoria Avenue, Victoria Square Business Centre, Broadbeach, Qld, 4218.
Level 1, 15 Victoria Avenue, Victoria Square Busin..
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The vision of Superfund Partners is to create functionality equal to the best online retail solution for trustees of SMSFs and their advisers including sufficient customisation plus an up to date and complete picture of all SMSF investments to enable better decision making. Our Approach to SMSF Administration We are passionate about helping you get the best from your self-managed super fund (SMSF). The following outlines our approach to looking after you and your SMSF and how we do it: 1. Your SMSF – Your Choice – we understand that you have a SMSF because you want control and choice in regard to your retirement savings. We do not dictate to our clients what they can invest in and what banks, brokers and 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. 2. Removing the Paperwork Burden - we are the experts at streamlining how your SMSF runs. We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms / wrap accounts available. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date. Our goal is to be able to complete your SMSF accounts with you supplying only minimal documentation and without us undertaking any manual data entry. 3. Advice When You Need It – with Superfund Partners you have access to an experienced team of tax accountants, SMSF specialist advisors and financial planners. 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 paperwork and old fashioned manual data entry the more attention we can give to strategies that help you squeeze the most from your SMSF. 4. 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. 5. Good For The Environment – technology has enabled us to provide our services with less impact on the environment. Wherever possible we will utilise electronic communication and records over physical paperwork and post. We believe it is possible to give you a paperless SMSF solution without the feeling of losing 'touch' and still having a strong relationship with professionals who work with your best interests at heart.

About Superfund Partners

Why we do what we do

We have experienced first hand the frustration of the 'old way' of looking after SMSFs. Financial statements that were out of date by somewhere between 6 and 18 months were of little use to anyone other than the ATO.  Laborious manual data input that required skilled staff using off the shelf administration packages that were not user friendly.  SMSFs were just too complicated, too time-consuming and all together too frustrating - for us as well as for our clients!

We needed a better way to look after our SMSF clients. So we created one.

Our Vision

The vision of Superfund Partners is to create functionality equal to the best online retail solution for trustees of SMSFs and their advisers including sufficient customisation plus an up to date and complete picture of all SMSF investments to enable better decision making.

Our Approach to SMSF Administration


We are passionate about helping you get the best from your self-managed super fund (SMSF).  The following outlines our approach to looking after you and your SMSF and how we do it:

 1.        Your SMSF – Your Choice – we understand that you have a SMSF because you want control and choice in regard to your retirement savings.  We do not dictate to our clients what they can invest in and what banks, brokers and 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.

 2.        Removing the Paperwork Burden - we are the experts at streamlining how your SMSF runs.  We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms / wrap accounts available. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date.  Our goal is to be able to complete your SMSF accounts with you supplying only minimal documentation and without us undertaking any manual data entry.

 3.        Advice When You Need It – with Superfund Partners you have access to an experienced team of tax accountants, SMSF specialist advisors and financial planners.  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 paperwork and old fashioned manual data entry the more attention we can give to strategies that help you squeeze the most from your SMSF.

 4.        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.

 5.        Good For The Environment – technology has enabled us to provide our services with less impact on the environment.  Wherever possible we will utilise electronic communication and records over physical paperwork and post.  We believe it is possible to give you a paperless SMSF solution without the feeling of losing 'touch' and still having a strong relationship with professionals who work with your best interests at heart.

 

Who is Superfund Partners?

Superfund Partners was formed by a group of financial planners, accountants and self managed superannuation fund (SMSF) specialists who understand the challenges facing the superannuation industry.   

Superfund Partners is wholly owned by the Quill Group - a group of boutique accounting and financial planning practices with offices in Brisbane and the Gold Coast.

Superfund Partners Pty Ltd is a corporate authorised representative of Quill Group Financial Planners Pty Ltd AFSL 300810.

You can view a copy of our Financial Services Guide (FSG) here: FSG v1.0

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