Expert Super
Verified19 reviews
Peace of Mind – Olivia helped me set up my SMSF in August 2020. I had no idea what I was doing at the time (not much has changed), but Olivia made the entire process feel seamless and stress free. I LOVE that I don't have to worry about the tax side of things while I watch my investments grow PLUS I feel confident asking questions as the entire team is super friendly, responsive and professional. Show reply
Superior service – The professionalism and expertise of Olivia and her efficient team granted our family the confidence and freedom to switch our super funds to an SMSF. From the initial set-up, Olivia patiently and clearly guided us through the myriad details, ensuring complete compliance and a stress-free transition. As questions arise or EOFY requirements need… Read more · 1
met, Melissa and Dino have proven as reliable, prompt and trustworthy as Olivia. The collective knowledge, experience and excellent customer assistance provided by the ExpertSuper team result in a service I couldn’t more highly recommend.
Change over of our superannuation fund – My sister and I joined the self managed superfund, late last year. we found Olivia Long very helpful, with the transfer, and even gave us good advice on our previous super fund, as they were making the transfer difficult for us. Very happy also with Melissa Pascoe very good customer service. Show details · 1
Quality Service – I recently set up me SMSF with Expert Super. Olivia was extra helpful and attentive. I had many questions as a new SMSF user and nothing was too much trouble. Follow up support and check ins were also useful and made me feel supported all the way. Show reply
Excellent service! – I have received nothing short of excellent service from Expert Super. Professionalism & reliable, the first two words that comes to mind in all of my interactions with Expert Super! Olivia and the team is always pleasant and helpful, and very dependable to get the job through. 5-stars! Show reply
Extremely satisfied customers – We have had our SMSF with Olivia Long since approximately 2009. Both Olivia and Karen have always been readily available as well as extremely helpful. They have always answered our queries promptly and kept us updated on any new superannuation requirements. We have no intention of changing our superannuation to any other body. Show reply
Supportive and responsive service – I set up my SMSF with Olivia at Expert super in 2020. The process felt stressful but Olivia was always very supportive and easy to get hold of which made the process so much easier. To know that someone is there to take your call, even for the silliest of questions made a huge difference in this era of everything being digitalised. Speaking to a… Read more · 1
human is so important to me and Olivia was always very responsive. I have felt that my super is in competent hands. I would definitely recommend expert Super.
Impeccable Customer Service – I started working with Expert Super in 2020 to set-up and manage my SMSF. Olivia and her team go above and beyond at every turn to provide a personalised service. Expert Super makes keeping on top of the complex paperwork much easier. Everything is explained so clearly, and Olivia always provides excellent resources for technical support as well as providing excellent customer service. Best decision I ever made! Show reply
Setting up a SMSF Couldn't Be Simpler – We have had a great experience with Expert Super in setting up our SMFS. Olivia was amazing in walking us through it and assisting us in setting up the correct structure. We would highly recommend Olivia if you would like to take control of your own Superannuation. Customer Service was brilliant. Show reply
So simple to run my SMSF – I wanted to take control of my super but was quite daunted by the compliance needed for an SMSF. ExpertSuper took the time to run me through how to do it in detail. They have some great educational videos I watched and I literally stepped me through every part of the setup including opening the trading account and getting started. The service is… Read more · 1
outstanding and now it's so easy to run my SMSF. I thought the paperwork would be onerous but it's not.
Overseas Realestate SMSF – Expert Super have been outstanding. I would highly recommend them. With my SMSF I wanted to invest in overseas Realestate. So I did a lot of research online before I started contacting company’s that claim to specialize in this. It was only after speaking with expert super that I felt at ease with the complexity of the set up. Olivia was… Read more · 1
incredible to deal with. Explained things simply and was only a phone call away when I needed clarification on anything. Thanks for the great work.
Outstanding service – I set up my fund with ESuper but I found having to do all the administration and upload everything myself too much work. I was introduced to Expert Super by Cointree my crypto trader. I couldn't be happier. They do all the admin now and the online reports are fantastic. My Client Manager Karen is so wonderful to deal with. It makes a huge difference for my peace of mind having a person I can phone and ask questions directly. I rate them highly. Show reply
My fund is complex but they’ve made it easy – I spoke with a few providers before I established my SMSF as I wanted to buy a Rigg and mine Bitcoin. I kept hitting roadblocks until I spoke with Olivia at ExpertSuper who took the time to explain to me that I could do it and how to do it. The fund setup process was surprisingly quick, and now running the SMSF is easy. Karen is wonderful to deal with. Nothing is too much trouble. I can 100% recommend this firm. Show reply
Find out how Expert Super compares to other SMSF / Small Funds
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Expert in every sense of the word – I have been with ExpertSuper for 2 years nowe and can say the whole process from setting up it up to everyday questions I have in running my super account has been handled fantastically. I got a quote from my accountant to compare to ExpertSuper and was thrilled to see that not only was ExspertSuper's fees cheaper but I would also get to see my… Read more · 1
fund being updated throughout the year instead of just getting my tax return when the year ends. Thank you to Olivia and the team.
Highly recommend – I heard Olivia on Eureka Report's 'Ask Alan' segment. I was so impressed I decided to give her a call. She was available immediately, organised a zoom chat which was great as we were able to speak face to face, and gave me all the time I needed to understand what was involved with a transfer across. I thought the transition would be difficult, but… Read more · 1
it was actually quick and easy. All I had to do was sign some paperwork. I love the service and love the online reporting. The staff are all lovely to deal with. A very personal service.
Simple to use, makes administration easy – Daily data feeds give me real time, accurate information. Access via my laptop or tablet via the app is a huge plus. Easy end of year process with up to date records and transparency of transactions. I am in control of my super savings with flexibility of where I invest my money. Show reply
Really good – Very easy to set up and use. Great functionality and reporting. Would recommend to anyone who wants control, flexibility and access to a broader range of asset classes for your super. Show reply
Setting up an SMSF couldn't be smoother – I set up a new SMSF with ExpertSuper mid 2021 and to be honest I was a bit daunted at the thought of how time consuming it would be. I couldn't have been more wrong. The whole experience from the initial enquiry, to being guided through the set up by the lovely admin team and then having a zoom call with my Client Manager to go through all the… Read more · 1
legal documentation made the whole process simple and stress free.
The service has only gotten better from there - I am so glad I made the move to ExpertSuper.
Impeccable service at a great price – We moved to ExpertSuper 2 years ago and couldn't be happier. My Client Manager gets back to me straight away and is always happy to field questions on the phone. Nothing is too much trouble. I also halved my annual fee with the move. The daily online report is brilliant. I can highly recommend. Show reply
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