SuperConcepts

Whilst staring a SMSF is very administratively heavy (you have to sign about 20 different documents) SuperConcepts has made the process easy. Once you are set up, you are assigned a manager (mine is Dennis and he is great!) and you have a single point of contact for anything you may need. The dashboard interface is easy to use. I highly recommend… Read more

SuperConcepts. They took a lot of uncertainty and admin out of the way so I can focus on investments. Thank you!

What a fantastic Self Managed Superannuation Fund service that SuperConcepts provides for those who have a SMSF - very easy to deal with and super prompt with queries and follow ups for a great monthly administration fee amount. I have been with SuperConcepts for approximately 10 years.

I have been a client of Super Concepts for 30 years. I find their annual fund administration service efficient and reasonably priced. As a Trustee I can rely on Super Concepts to provide on-going education and guidance to ensure my fund remains compliant while maximising benefits to members.

Dissappointing, charging exit fees is anti competitive – I had super concepts establish my SMSF many years ago and only ever paid them for the services of preparing my tax returns and doing the audits. I looked after all the administration of our SMSF myself. The whole point of having a SMSF is to be able to reduce costs. Then a couple of years ago they put up my fees by more than $1,000 pa (without… Read more

offering me any additional services that I required or used) and apparently (my bad for not reading the fine print of an email) they implemented an exit fee. This year I have arranged to have another tax agent complete my SMSF tax return at a much more appropriate fee and then to find out that I'm supposed to give them 2 months notice or pay and exit fee of 2 months. They have not provided me any services for this fee as I have completed the transfer myself, don't need any documentation from them and have updated ATO of the move myself which I was advised is why they charge an exit fee....still they would not waive this fee....they tell me that I still have to pay the fee as there is a cost to remove me from their systems - well nice to know that I am paying for your own internal processes and that you have provided me with no services at all for this fee. Superconcepts started out as a really great company but over the years has deteriorated and the service has declined - there have been times I've had to get them to fix errors in my tax returns, Accountants did not seem to understand the investments I was in and they would get my asset allocation wrong as they used incorrect asset classes. I'm very glad to be moving on and disappointed in the exit fee....banks and many other financial instituitions and utilities services are not allowed to charge exit fees - this should be brought in across the board as it impedes competition - I wouldn't be leaving if you were providing what I needed. Signed a very dissappointed ex client.

10+ years of continuous use - the ideal benchmark for an excellent service – We have used SuperConcepts for more than 10 years. Over the years, ownership of the service has changed from ANZ to AMP and more recently (2023) to private ownership. Whilst the service has always been good, I have noticed definite improvements during FY 2023-24, with the audit and lodgement of the tax return completed in record time. Refunds in… Read more

my pocket rather in an ATO pocket is infinitely preferable.

The service is totally digital. Digital documents can be readily loaded on the service dashboard with some financial data being automatically updated. The range of EOFY financial reports is impressive and generally understandable, within the confines of the black art of accountancy.

Each SMSF is allocated a personal client manager and whilst I have had several over the years, they have always been responsive, following up with the accountants and tax agents when questions necessitate. Over the years I have done my best to break their spirit with many curly questions but they have always responded with patience and care. Unlike many organisations that answer questions with standard, pre-prepared answers that often don’t actually answer the question, the responses from SuperConcepts have always been clear and correctly targeted to the information required.

I can’t really comment on the service fee as I have never felt the need to seek an alternative service, but I think it is probably par for the SMSF administrative course.

10 years of continuous use under a number of owners would seem to speak for itself. Would I recommend the service to a friend - definitely!

A sad goodbye to Super Concepts and especially to our Advisor MD Kader after more than a decade of excellent service – M D (M D Kader) has been the administrator of our SMSF (Nelmes Barnes SMSF) over the last several years. We have now wound up the SMSF which is absolutely no reflection on MD or Super Concepts more a realisation of our advancing years. We have transferred to a retail super fund who hopefully will be as helpful as MD was in his role as… Read more

Administrator. He is good communicator and responded promptly to any requests or questions. We were very happy with his performance and can confidently recommend him to be a diligent administrator.

The wind up of the SMSF was complex, involving many tasks such as co-ordination of Audits, Bank Transfers, numerous documents to sign. This required a lot of patience and attention to detail from our fund administrator. I am pleased to confirm that MD ably assisted us to complete this arduous and time consuming task.

MD Kader and Super Concepts were our funds administrators but not involved in providing financial advice regarding investment strategy.

I have used Super Concepts for my SMSF administration and accounting since 2008 and have always found their service to be efficient and responsive. Their technical support is also very valuable.

As a Director of a SMSF I have been using SuperConcepts for over 25 years. The current model of assigning a dedicated client service member has further enhanced the level of service I receive for enquiries and follow up of fund matters

My SMSF has been managed by Super Concepts for over a decade. The switch to them has been life- changing - all the administration and reporting is taken care of. The reporting and information from the dashboard on their website is comprehensive. And the customer service agent assigned to me is most helpful and efficient. I highly recommend Super Concepts. Show details

A terrible company to deal with – Overpriced - nearly $4,000 to audit 8 transactions for the tax year (!) then close my fund. And very difficult to deal with. I had to file a complaint with the Australian Financial Complaints Authority before they backed down and I won. Went to Super Accounting in Cairns and had great service with very reasonable pricing - could not recommend them highly enough.

Worst SMSF – My wife and I have had a SMSF with superconcepts for a few years. We were getting hit with more fees than originally told at the start. Have now got a new super account and been trying to get our super out of superconcepts for the last 2 years. This has been the worst experience with our superfund and a pour service to no service provided from… Read more

superconcepts. I would not recommend this company to anybody wanting a SMSF. This is the worst run business on the market and the staff are very poor.

What next? Why can't they answer questions about Pemba Capital? – Who is providing the capital for the takeover? Do the 3 men listed have skin in the game? 10 years with them and no answers. Huge staff turnover. .

I have been with SuperConcepts for a number of years with my SMSF, their technical advice with property acquisitions, creating trusts etc... has been great. They are also a great support through annual auditing processes etc...

I have been a client of SuperConcepts for many years. I have been so happy with the service received it makes running my SMSF easy and enjoyable. Their people are easy to contact and always find solutions to queries. They run useful seminars, charge very reasonable fees and meet every admin need so I can be sure of compliance. I give them 5 stars!

I have had my personal Self-managed Super Fund with Super Concepts for just on 20 years. In that time, I have found their service has been carried out to my satisfaction. All tasks requested have been carried out in a timely manner. Their dashboard and document uploading has been easy to follow. Overall, have been satisfied with the service provided.

SuperConcepts assisted me to set up my superannuation fund more than 25 years ago, and since then have prepared the fund's annual returns. Their service has been unfailingly professional and thorough. They also provide valuable technical support, including regular informative webinars.

Super Concepts have managed our SMSF admin and tax compliance tasks for over 20 years. We receive tasks required for action in a timely manner and with the professional support of Jaime Breuker our Client Service Manager, we are assured our SMSF meets all government regulations and reporting. The introduction of the Super Concepts Client Portal,… Read more

Dashboard and our SMSF details online is invaluable. We highly recommend Super Concepts to anyone looking to set up a SMSF.

Prompt and efficient service from the super experts. I have been a client for many years and the service is even better today than when I signed on. They make self-managed super trouble-free.

I have been a client of Superconcepts for 25 years and have been very satisfied with their prompt and efficient service over the years. They provide a cost effective, professional and easy to use platform for fund administration and accounting. They take the stress out of running a SMSF.

SuperConcepts have provided accounting services and regulatory guidence for my private superannuation fund for over 25 years. SuperConcepts assisted me when I husband and other member of our superannuation fund passed away with compassion, patience and professionalism. They are knowledge and their SuperConcepts Member Dashboard give a clear… Read more

picture of my super funds status/progress and make uploading documents a breese. I highly recommend SuperConcepts for their quality of service and amazing staff.

I have been with SuperConcepts for over 30 years and have always found their service to be good. With the most recent owners, the business has improved it service offering making all services seamless and easy to use. The turn around time on any correspondence or queries is very good. I recommend using them for your SMSF administration. Show details

Super Concepts has managed our fund's compliance work since 1995. Their timeliness and accuracy have always been excellent. I find the client dashboard a convenient way to keep track of our fund's progress. I would readily recommend Super Concepts to others.

I have used Super Concepts for administration of my SMSF for over ten years. They help me keep up to date with changes in regulations regarding self-managed funds, with regular and clear communication (including an easy to navigate on-line dashboard) and provide an efficient and good value for money service. I am very pleased with their service and support.

I have been a client of SuperConcepts for 15 years and am very satisfied with the way it looks after my end-to-end SMSF administration and compliance tasks. Ghanshyam Patel is my contact with any questions I have. He is always available and extremely helpful and courteous.

The support from SuperConcepts in running my SMSF has been great. Client Management team are very responsive and the Fund Portal is excellent to use and easy to understand. We've been with them since they merged from Supermanagers and intend staying with them.

We have been with SuperConcepts for nearly 20 years and could not be happier with what they have achieved for us. They are very professional, very knowledgeable and thanks to their help and advice we have been able to manage without any stress during our working years and since our retirement 10 years ago. We are happy to recommend them without reservation to anyone considering an SMSF.

The quality of documentation for year end returns is always excellent and produced in a timely manner. Technical support is readily available and the webinars are a critical source of information keeping Trustees on top of changes to the regulations. Having a dedicated Account Exec is also a confidence booster for Trustees. We have been Super… Read more

Concept clients for more than 20 years. Our history of fund performance has been very good allowing us to draw down pension payments as required while maintaining the capital value of the fund.

As a Financial adviser, I commenced recommending my clients with SMSF's to use Super Concepts for their fund administration. When we established our own SMSF in 2008, I naturally decided to arrange for Super Concepts to seek all the approvals and from then they have all the administration, the annual audit and tax returns. Although they have had… Read more

change of ownership over this period, the staff continue to excel. I consider their ongoing fees to be fair and reasonable in view of their friendly and helpful service keeping in mind that I have now been retired for over ten years.

Before setting up our SMSF we read many articles that running a SMSF involved many hours of work each month. However, since set up our SMSF with SuperConcepts we have found their staff to be responsive and helpful such that managing the SMSF is easy and not a burden. The major workload is scanning and uploading share purchase/divestment/dividend… Read more

statements and SuperConcepts take care of the rest. We also find their free, regular webinar training sessions informative and very useful. We recommend their platform to anyone thinking of running their own SMSF.