A truly quality service — highly tailored to our personal needs
We have used SuperConcepts for many years. Our portfolio is complex and actively managed, with a range of “alternative” assets. Requests we have made for specialised reports have been met with prompt, accurate and courteous assistance. We highly recommend the service for self-managed superannuation portfolios.
Ongoing efficient & value for money service
We have used Super Concepts for Administration of our SMSF since 2013. The service, access to information and communication has been of a very high standard. The Dashboard has also been a very useful feature of the package.
1 5 years
2 I have been very satisfied with the company.Efficient service and follow up from all Client advisors used and good educational facilities with regular meetings organized on the legal and technical aspects.
Great team and platform!
SuperConcepts have really looked after us. We had a terrible experience with a previous administrator however since moving to SuperConcepts we are confident that we are in good hands. The SuperConcepts team and platform are fantastic.
Impressive client-centric ethos
Super Concepts have administered my 86 year old Mother's SMSF from inception, and this may well be close to 30 years. Jessica Romeo initially sent and then responded to and resolved my email query at 9.10 pm in the evening. Thankyou Jessica, your service ethic and commitment to your role is exemplary.
Latest technology and very informative seminars.
I have been with SuperConcepts since 1999 and have witnessed the gradual change in administration methods, document saving, record-keeping and efficiency over the years. Australia Post's delivery service is so bad that being able to sign documents online is a great adjunct to Superconcepts service. Seminars explaining the technical and legal complications are also much appreciated.
A new experience - backed by client support
We have handled our SMSF directly with Super Concepts for the past year and have appreciated the smooth transition and helpful support provided by staff - previously this was handled via our Financial Advisor so we expected it to be quite complicated but can report that it has been simplified by expert advice whenever needed.The new dashboard was another challenge but again, strong support and advice has enabled us to transit seamlessly to the new system
New Dashboard Demonstration video
Regarding the new dashboard demonstration video, the audio quality was so poor even at 100% volume, I was struggling to hear it. The video quality in most cases was unwatchable because the size of the font was so tiny it could not be read. I have an ACER Asprire 11 laptop. (Not the biggest but certainly not the smallest laptop around)
Very happy with our 8 year relationship with Super Concepts.
My wife and I used Super Concepts to set up our SMSF in 2012, into which we consolidated all of our superannuation. This process was smooth and very well managed by Super Concepts, and all legal documentation provided to us was well organised and easy to understand. We switched our SMSF to pension phase in 2015 when we had both retired. Super Concepts has handled our tax, audit and compliance each year since inception (we do not require other services such as investments provided by Super Concepts which we manage by ourselves). The people at S...uper Concepts are easy to work with, their knowledge, communications and responsiveness have been good. The web portal is also easy to use, and is a helpful tool for managing all aspects of audits, communications and compliance. The yearly audit fee is fair and reasonable, and represents excellent value for the service provided. We would highly recommend Super Concepts to anyone looking to establish their SMSF or looking for ongoing audit and compliance services for their SMSF.
A few years. Super fund performance has nothing to do with Super Concepts luckily. Super Concepts has continuously double invoiced for services carried out. As before they they are sloppy and slow with its processes.
I am sometimes demanding but I have to say I could not expect more.
About 5 years
Very satisfied with service provided and requested.
WE do not use the investment service.
WE are an SMSF and use Super Concepts for all recording of our transactions ,investment performance , and pension payments to meet legal requirements and provide end of year financial reports
The product is great. The Super Fund has been with you about 18 years.
This review relates to the period between August 2019 and to November 2020 in which the investment was transferred to IOOF and the eventual closing down of M I Coughlan Super Fund in its own right.
I on occasions found it difficult to understand some of the verbial and email instructions from Sakina Zubair however we eventually succeeded in closing down the Super Fund. Thanks to Sakina's patience and continued assistance we got the task done.
In return to you Sakina I say - job well done - it was a team effort between the both of us.
SuperConcepts has looked after our fund for over 5 years. During this time our experience has been both positive and negative. At one point we were ready to move on but in the last year their performance has improved. Overall we are happy with SuperConcepts. They have an excellent technical team who are knowledgeable and experienced, good customer service and they provide a user-friendly dashboard which enables us to run reports so we can analyse our investments. Our client manager is Jessica Romeo. She is professional, proactive, approachable,...understanding, friendly and patient. If Jessica is unable to answer our questions she will always escalate our issue and revert back within a timely manner. Thank you Jessica for all your help and for being a great client manager.
SuperConcepts as the name suggests a SUPER service
My wife and I have been SuperConcepts clients since 2011 and use the service for our obligatory annual audit and tax return. In the past we supplied print copies of our documentation but since all our documentation became digital we provide e-docs which can be loaded onto their user-friendly digital desktop or via download to a USB memory stick.
The service is excellent with a personal client manager. We have 2 different client managers over the last 5 years and both provided prompt, efficient and friendly advice and assistance. Providing you ...provide all the relevant documentation, processing is seamless and stress free. Whilst we have not compared SuperConcepts service charges with their competitors, probably indicative of a happy client, we regard them as very acceptable. We joined SuperConcepts from a recommendation and have no hesitation in passing on the same recommendation. So RECOMMENDED.
Very helpful service - above and beyond
I have had a self managed super fund that was poorly managed by another organisation. Super Concepts have been helping me wind down the fund and organise all of the necessary financial and regulatory requirements. It's been a long process but they've been amazing with their communication and expertise in the process. Highly recommended!
Super Concepts (More Super) Extremely Responsive and Easy to deal with
Have been using them as a provider for 8 years (origianlly More Superannuation).
They have been an excellant partner in accounting and audit.
They have always been accomodating in feedback and have a deep understanding of some of the nuiances within the superannuation law and the way returns can be put together to optimise.
Outstanding Customer services THANK YOU
I have been with the SUper fund for 5 years and I had Dilnar’s and Jessica look after my super fund account. Both are outstanding employees and have help me with all my issues with the splitting of the super fund after a messy divorce. The amount of ASIC, ATO & paper was overwhelming. However, Both made the process so easy...THANK YOU Dilnar and Jessica.
Good record keeping and great Client Manager
Our Super Fund has been with SuperConcepts for 20 years. Their record keeping is very good and the recent improvements to to the computer systems should make a good service even better. The attention and assistance received from our Client Manager has been great.
A new service has been added that saves having to download - print - sign - and rescan documents to the dashboard. DocuSign is so simple to use even I managed without assistance! Highly recommend you request this for signing documents.
Questions & Answers
How do I make a complaint.
We are most unhappy with the label of service for the last 6 months .
Our records are never up to date . All the changes in the investments have been sent to Brisbane promptly.oer member number is 10479.
where do I find my dashboard
SuperConcepts P.Super Concepts
Hi Waugship, could you please provide your details using this link: https://superconcepts.com.au/feedback, our team member will get back to you and work out a solution to your satisfaction.
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