what was I thinking? SMSF is Easy Peasy :-)
I have been with one of the big managed Super fund for many years. I decided to switch to a SMSF as I wanted to get into precious metals as well as property. I got cold feet each time I looked at this due to what I perceived as a costly and complex process of setting this up. This all changed recently when I came across Xpress Super. They explained the process in simple terms, answered all my questions and were totally transparent throughout.
A big thanks to the team at XpressSuper & particularly Cameron who introduced the service to us. We have had a seamless switchover to the SMSF and its been done in super quick time as we had hoped.
Would recommend your company and services to any of my friends who were looking to do as we have done.
I tried out Xpress Super for my new 2nd SMSF and was so impressed I have switched my 1st one over too
I have had my original SMSF for about 25 years but when ScoMo capped the size of pension accounts I decided to create another SMSF into which to roll over the remainder of the funds as a separate and dedicated accumulation account. My son had pioneered the way by setting up his own SMSF with Xpress Super and he was so impressed that he suggested to me that I also use them to set up this second SMSF. In June of 2019 this new 2nd one had been going for 2 years so successfully that I decided then to move my initial SMSF also to Xpress Super. I hav...e been so impressed with the thoroughness and professionalism of the service that I have received I feel a sense of confidence in the management of both funds. Whenever I come across anyone who has, or is thinking of setting up, an SMSF I sing the praises of this company. Not only has the change greatly reduced the accounting etc fees it is the sheer convenience resulting from the automation of the whole process. No longer do I have to assemble several heavy boxes of documents and then transport them physically to the local accountant but instead it is just a matter of a few mouse clicks. This change is certainly one of the best things that I have done in the last few years.
Delivery beyond my expectations
I joined after becoming discontent with our previous providers - we had been passed from one person to another to another as the accounting companies were swallowed up by corporates and the fees were extremely expensive for an uncomplicated (cash and shares) SMSF.
The changeover has not been seamless due to factors outside Xpress Super's control but now that we are through the details, we are very happy. The fees charged are much less than our old accountant and the online reports on performance are an added bonus. I wish we'd switched to Xpress Super years ago.
Great experience My wife and I switched to Xpress Super a year ago and couldn't be happier with the move.
From the transfer of our existing funds into a new account created by Xpress Super to the new investment s we made with advice from the staff, the experience couldn't have been more pleasant and easier
August 30th 2019 Update: Great experience
Just want to reiterate that my wife and I chose all our investment strategies on our own. The only advice Xpress Super gave us was how to go about it. Their professionalism was unparalleled.
thanks for all the help
first all id like to say i dont do reviews ,,,,
but in this case i cant help but mention all about the help i received moving my SMSF to express.
from my first initial conversations with EMMA, i knew it wasn't going to be easy ,
but with help from Emma,Kate , Cameron, and now my main man Karl its all done and all in one place
easy to follow platform ,
Karl has been terrific with my follow up questions and now i have a good understanding of how it all works and hopefully going forward i don't have to annoy him too much,
that said and every thing running smoothly now ,, im about to add an investment property , but im sure Karl will handle it ,,
thanks to all , cheers michael
I've just switched my existing SMSF to Xpress Super, and the process has been very smooth, with clear communication and responsive staff. The online access I have to view up to the minute details of the SMSF and its investments looks clear with helpful information for managing the fund. Competitive fees and great experience so far.
GREAT. Can always get someone on the phone. Actual helpful and intelligent English speaking staff - seems too good to be true I know. smoothly run company. Do NOT sign up with other sketchy online funds. They do not take calls and you will have a $hit time dealing with them. I know this from experience. Xpress on the other hand aee the right price and the service is legit A+
- Verified customer
Fantastic company to manage your SMSF
I have dealt with Xpresssuper for 5 years and have found them to be truly tremendous in every way. My Xpressuper manager and supporrt staff are very friendly, courteous, do everything in a professional manner and everything in a timely fashion. Communication is predominately carried out by email, but you can phone as well. They handle all the administration of my SMSF, from setup, accounting, auditing, compliance with ATO, everything. Costs are about $1000 pa for everything, it does not depend upon value of portfolio. They don't advise but they do have a related company that can do this. Truly I have never had an issue with them or any conflict whatsoever.
I thoroughly recommend them to manager your SMSF
I joined Xpress Super in January 2018 and would highly reccomend them to anyone looking for a professional dedicated team. Cameron, Emma and the team have always provided me with prompt service. I am glad I made the decision to change to Xpress Super, I will always remain with them as a loyal customer. They are very deserving of the five out of five star rating. Well done Xpress Super and a huge thank you to Cameron for his never ending patience and support. If you are thinking of a Super Fund to join or change to then look no further than this amazing team and Company.
Been with these guys 5 years now and they just keep getting better.
Dealing the same staff over that time has been good for continuity.
"Surprise and Delight The Customer" seems to be their mantra.
Have saved me 10's of 1000 in tax by correcting previous expensive bad advice, they are great value for money.
I am really happy I transferred my SMSF management to Express Super
I recently transferred the management of my SMSF from an accounting practice to Express Super. The transfer was efficiently done with a minimum of fuss by Cameron & Emma. For the first time in 10 years, with Class Super, I am now able to check the status of my SMSF on a daily basis, all for significantly less $ I had been charged in the past. The integration of share buying/selling and the purchase of fixed interest products is great for people like myself who are hands-on. Would thoroughly recommend Xpress Super to anyone for the management of their SMSF.
XPRESS ! in every sense of the word
All the necessary paperwork which is immense when setting up SMSF, was handled so quickly & efficiently, I actually found this company working TOO FAST! Not that that was a problem, far from it, but I ended up being the one to 'take a few days' with stuff, when it was same day service from XS.
My case manager Cameron answered questions quickly over the phone & the company even banked my roll-over cheque(s) for me in Adelaide, rather than send them up to me in Sydney.
In a world of where the private sector cuts costs to the bone, pr...actising out-sourcing with religious zeal, & government regulators layer-up more & more compliance bureaucracies, the team at Xpress blaze a path through it all. Press Super: The ultimate one stop shop!
Very happy with Xpress Super
Xpress Super have been excellent to deal with. Cameron is very professional and very efficient in getting back to me with all my queries, be they simple or complex. It's been a massive task to move our super to SMSF but Xpress Super helped us navigate through the steps and made the process manageable. I would be very happy to recommend this business to my friends or anyone looking to establish SMSF.
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Questions & Answers
How can we transfer our super from other super to xpress super can we talk to someone to explain to us advantages?
Xpress Super X.Xpress Super
We would be delighted to talk to you and walk you through the process.
Please contact us on 1300 216 890 or provide us with your contact details at firstname.lastname@example.org.
My wife and I have a SMSF of approximately $1,300,000 in pension mode administered by a Cavendish Super. I am 86 in uncertain health and would like to simplify the financial situation for when I die.
Do you have a balanced product that would handle completely all the administration and pay a monthly pension to my wife. If you do, what would be the entire annual cost for the product and what was the performance of the product for the last 5 years.
Xpress Super X.Xpress Super
Thank you for contacting us Don. We would be delighted to assist you with your SMSF needs.
In order to provide you with further information on our fees, we require additional information from you. Can you please email the team at email@example.com or contact us at 1300 216 890.
Hi my wife and i are looking at a sandwich bar to biy with smsf and we would like to know if you help with bank loans or do you just do the online platform? we need to borrow about 250k
Xpress Super X.Xpress Super
Hi Jaan - We can certainly assist with the compliance structure, however any loans will need to be arranged by you directly.
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