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.
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.
Very good processing response time at end of year to get tax refund promptly
Our SMSF been with SuperConcepts from the start, nearly 20 years. Besides prompt year-end processing (most years), we've always valued the advice received, most recently about the complicated process of moving from individual trustees to a corporate trustee.
- Verified customer
Five Star Service
I have been a client of SuperConcepts for almost 6 years and recommend them very highly for SMSF administration and management services. Their record keeping and software management systems are first class. I am able to produce performance reports, income reports and up to date records of all my holdings according to my needs. This enables me to manage my portfolio according to my investment strategy.
The dashboard interface is easy to navigate and provides tools to contact my Client Manager and upload files and documents as required. A few ye...
- Verified customer
Happy long time client
Knowledgeable and experienced team that provides useful advice to trustees. Client reps have access to good technical backup. Reasonable charges for services. Trustworthy. Have been a client for 25 years.
An excellent comeback
Our fund has been with Super Concepts since its inception in 2000.
Up until a couple of years ago their performance was excellent and pro-active. Then it fell apart and we were ready to go elsewhere.
Over the last year performance has reverted to and possibly exceeded the previous high standard.
We can now comfortably recommend them.
Finally Getting Better
We joined Multiport/SuperConcepts in 2010/2011. We had a long list of client managers as they often move. In the first few years we were assigned very good client managers, knowledgeable, helpful and easy to communicate with. In the last few years it was quite bad to the point in which we considered to leave this administrator. Recently, luckily, we were assigned to Sakina Zubair. She is very dedicated, quick to respond, knowledgeable, friendly and helpful. If sometimes I find the language she is using “too professional” she is always happy to ...explain. The most important thing with Sakina is that you have got someone knowledgeable to talk to about any issue that arises in your self managed superfund, and know that she will respond to your query with the utmost professionalism and care. Thank you, Sakina.
Jessica is one efficient lady. Over many years she has never failed delivering on my inquiries.
We have approximately had this fund for over 12 years and are more than satisfied with the performance of the fund due to the fantastic administration and advice from fund manager and staff. This fund has more than meet all of our expectations.
Review for Jessica Romeo at Super Concepts
I have worked for Normandy Corporation for 5 years and it is my responsibility to manage the Normandy Super Fund and to liaise with Super Concepts. Jessica Romeo at Super Concepts has been amazing to deal with. She is knowledgeable, professional, courteous and extremely helpful. If I have questions she is prompt and efficient and if she doesn't know the answer she is accommodating and efficient in investigating and responding with the answer as quickly as she can. I find Jessica to be attentive, responsive and always willing to assist.
Jessica is a great asset to Super Concepts and I have no hesitation in highly recommending Jessica.
This has been a very good experience
Hi I advise a SMSF that has used SuperConcepts for a number of years. I took over the advisory role in December last year and have been impressed by the platform. For the past 6 months Sakina has been my client service manager and she has done an outstanding job. She runs down issues and responds promptly in a helpful and friendly manner.
The reviewer stated that an incentive was offered for this review
I stated with Multiport/Super concept in 2010/11. I found the Multiport portal was quicker in computing values compared to the Super concept portal. I have had several client managers in the past on certain occasion I found it difficult to get to them it has improved lot now. Now with the Covid 19 most of the fund are not performing well if the administration can act swiftly in computing tax return so client can get some cash flow as tax refund. Sakina is our client manager now, I found her very cautious in answering question and providing information and advice in a in a timely manner. Certainly she is one of top of list managers we had during our tenure.
Such an improved product.
Many years. More than 10. The fund has been through ups and downs but seems to be on course now. Lots of improvements. We are fortunate to have Sakina as our client manager. She is efficient and always answers our questions and acts on any request in a very prompt manner. I feel very confident moving forward with Sakina managing our Superfund.
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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