Super Concepts

App 16 yrs. Service was excellent up to takeover by Super Concepts. There seems to be a lack of the personal touch there was before. Previously Jun 30 A/cs & tax refunds etc were completed well before Christmas. Despite asking 3 times I am still waiting for them. Information for returns etc was sent in around Aug/Sep last year. Last contact was a month ago following my email to them seeking reason for a/cs not being completed.

I had a problem with sound on one of the dashboard training modules (Trustees) and passed this info on to service. I had a prompt response which did surprise me and I am very grateful for this service. Unfortunately IT suggested I use a different browser as sound was OK in the IT environment. I tried 3 different browsers with no sound improvement at my end on 2 different computers and I have requested if it was possible to email the relevant module to me.

March 14th 2019 Update: Personal Service over & above

A personal thank you for Elizabeth for her dedication and assistance to me in trying to overcome a sound level problem in the Trustees learning video. My problem was resolved with elizabeth’s Assistance within 24 hours.

Been aboard since EOFY 15. Only used them for tax return and audit. Couldn't trust or rely on them for anything further. Consistently underperforming in regard to communications. Constantly resending the same information and they are slower than a wet week in undertaking the task.

Mat Suto has been looking after our clients super funds for several years now and we have always been very happy with Mat's response time and attention to detail. Thank you Mat and we look forward to continuing our relationship next year. Affinity Wealth Services Brisbane.

We deal with Mat on behalf of our SMSF clients. He always answers questions politely and is extremely efficient in dealing with any problems that may arise. The whole SMSF process from setup to maintenance is very easy and we find our clients access to the platform empowers them to take more control of their finances.

To Mat and the rest of the team. Thanks for your ongoing support throughout 2018 along with your promptness in replying to our queries.

I have been using the Superconcepts documentation since our SMSF was established over 10 years ago. The latest trust deed document is disappointing. It includes ambiguity, spelling errors and drafting errors. They have changed to a new lawyer to source the document. It clearly needs a little bit more work before it is sold to hundreds or thousands of SMSF's. I received it on 25 October. I told them about the problems a few days later. But I am still waiting on a corrected update over a month later. Not good enough and not in keeping with the service and quality that I have previously received. If simple stuff like this can't be quickly resolved I don't know how they will survive as a superannuation expert in this continuously changing environment.

We have been with Ascend/Super Concepts for over 5 years. We are very happy with the service we receive from our Relationship Manager - Mat Suto. We have a number of super funds under his role as RM and his experience and help is invaluable. We have experienced some issues over the years but Mat has always been there to help to the best of his ability without fail. Thanks Mat.

Mat has been our relationship manager for 5+ years and is highly valued by our business. Mat will just get things done, no questions asked. He is clearly empowered and valued in his role and this is demonstrated through his work. Really appreciated everything he has done for our 20+ client base. Well done Mat.

As noted by other reviewers, emails to Super Concepts are a waste of time. They don't respond to phone messages either. I fully expect to get the standard response to this criticism "we are sorry to hear about your experience and have escalated this matter. Your Client Services Manager will contact you to discuss next steps and organise a meeting with our technical specialist." Yeah, right!
I was a satisfied client of Just Super prior to their takeover by SC last year and am so disappointed by their poor level of service. Definitely would not recommend Super Concepts.

I ended up with YourSMSF (wholly owned by Super Concepts) after various mergers and take overs of my original SMSF Administrator.
I have been chasing them for meaningful guidance on our 16-17 returns since June 17. That is 15 months!
They don’t respond to emails, give pathetic excuses for no action (sick, busy, understaffed, legislation changes) when you finally speak to someone. I have tried complaining via head office, and after a flurry of ‘concerned’ phone calls, nothing happens. That was a year ago initially.
I accept that my return is a tricky one, and the ATO is scrutinising this Return, but isn’t that why you employ these people? They are the ‘experts’! My latest complaint to head office has now gone unanswered for a week, and my ‘case officer’ and the ‘expert’ she has referred the matter to haven’t returned my emails for weeks! These so called experts are obviously out of their depth. I am giving up and taking my business elsewhere. Now they will obviously try to extract a fee before handing over information. I’ll bet they will suddenly become attentive when fees are required to be paid.
Disgusted.

Been with Superconcepts for over 10 years. Always good to deal with.
Over the last 4 weeks I have sent them 4 emails asking for a simple return contact without a single response.
They just stonewall and do not respond to any contact.
Unfortunately they have all my compliance papers for this year so its hard to go somewhere else.

I would have rated this organisation as zero. It has taken over 13 months to gets my 2017 accounts completed.

Was a Multiport customer which was taken over by Super Concepts. My first two client relationship managers with Multiport were great and over the years it got steadily worse. There is apparently high turnover of staff - I've had 6 in the past two years. For your money you can expect to have emails and calls go unanswered or wait weeks for a response for even simple questions like 'what happens with withholding tax'. They bill monthly and 6 months ago decided to charge me over 30% higher fees and started debiting my account without even informing me let alone seeking authority - this despite no change in the complexity or size of the fund. I've dumped them and am now paying one third of the fees for the same service. There are much better options than this company.

On trial version - I want to subscribe and I am struggling to find somebody to actually help me buy the product - this is shocking

Requests not followed up. Unable to understand client service officer. An AMP service delivered by administration staff with little or no decision making or knowledge. Fees for what?

I can appreciate the review by 'Phabulous' but concur with the review by 'Sally'. My initial experiences with SuperConcepts were not good but I put my specific concerns to SuperConcepts. Two things occurred. Firstly my account administrator was changed, and there was dramatic improvement in the use of technology [to upload transactions daily and directly from the source, as well as the greater use of the dashboard; especially to upload documents]. Since then, almost 3 years ago, I could not be happier – the account administrator [and others in her group] is diligent and proactive, the transactions are updated daily, reconciliations occur monthly, annual returns are lodged promptly. I should also say the technical service, for an additional/ reasonable fee, is excellent!!! The same technical staff also provide regular webinars on many and varied topics that are very practical and relevant to many of the members; I have used the technical service for pension reviews and also estate planning; NB this is not a financial planning service but rather the provision of technical advice, so it is best to put some thought into your own circumstances prior to engaging. I regard myself as being an ‘active’ SMSF trustee/ member and the service provided is an excellent fit for my requirements.

SuperConcepts administration business provides an impersonal service. You are treated like a number, dictated to as to how to liaise with the ever changing client service personnel. Time to complete accounts is appallingly slow, particularly as I had subscribed to the daily service (which is not actually daily but rather a monthly reconciliation). Will be looking for a personalised annual administrator for FY16.

Super Concepts is an excellent manager for a self manged superfund. They are very efficient - quick to reply to questions and fast with the tax returns. Their fees are very reasonable so you have more left for investments. They deduct their fees on a monthly basis so it is very easy to manage your accounts. Highly recommended.