As self-managed superfunds become more popular and regulations keep changing, SMSF administrators and financial professionals are finding it harder to keep up.
Costs are growing, but clients demand more affordable prices. Compliance is more important than ever, but it’s hard to find staff that understand end-to-end SMSF compliance. Growing the business is key but low-level admin tasks are taking up too much valuable time.
By utilising SMSF administration services, you can extend your team, improve efficiency, and increase your capacity. Our qualified team does the SMSF processing heavy lifting for you, ensuring you meet all compliance obligations with ease.
We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable, and affordable.
Busy season becomes less busy as our experts complete end-of-year accounting & taxation, and finalise accounts on your behalf.
With a core expertise in BGL 360, Class, and SuperMate software, our SMSF set-up outsourcing team can set up SMSF accounts in your preferred software, prepare and lodge SMSF tax returns, and prepare SMSF accounting reports for easy review.
Our experts reduce your quarterly and monthly processing obligations by providing real-time updates on super balances, assisting on activating data feeds, and preparing TBAR reports. We’ve processed over 100,000 SMSFs and the quality of our work is guaranteed.
Our SMSF outsourcing team offers a broad range of documentation services to help you establish and manage your SMSF, and keep it legally compliant. This includes applying the ABN & TFN of the superfund, registering the SMSF with the ATO, and completing all the required paperwork to establish an SMSF.
Let us do the heavy lifting for you on your audits. Our team will handle tasks like arranging documents in audit software, preparing a complete Audit File, completing the Audit Checklist, documenting the conclusion, opinion & judgments based on the evidence obtained, and forming an opinion about the fair presentation on the Financial & Compliance Audit.
ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.
Creating capacity, improving efficiency, and increasing profit margins is crucial for sustainable SMSF administration. But finding appropriately trained SMSF administrators to take on growing workloads continues to be a challenge.
Our outsourced SMSF administration experts help you meet your deadlines whilst you maintain full visibility and control over each project.
SMSF administration services can start from as little as $250 per fund per year.
We have three engagement models for you to choose from: full-time admin support; part-time admin support; and pay per job.
Our most popular option is pay per job, and we charge a fixed fee per job with extra discounts on volume.
Only candidates with a minimum post-graduate qualification or MBA in finance are selected to join our teams. All our employees are subject to rigorous and ongoing training with our custom-built learning management system to ensure they are up-to-date with all regulatory requirements.
For quality assurance we also have an internal review team to quality-check all jobs before they are sent to you for final review.
What sets SuperRecords apart from other providers is that we take on the burden of resourcing, staff training, and ongoing management. When you partner with us, the only time investment is work delegation and conducting a final review.
Our SMSF outsourcing team regularly works with software like Class, Cloudoffis, and BGL..
We also have our own dedicated Centre for Excellence which focuses on process automation (including Robotic Process Automation) and optimum use of the technology and tools available.
Outsourced accounting services typically cost 50% less than local resources. By working with an offshore team, you save on costs such as recruitment, training, and paying high local wages.
If you’d like to learn more about outsourcing and how to find the right provider, you can watch our webinar on what questions to ask before you outsource.
We pride ourselves on our simple and fast implementation. There’s no adoption of new software, and we have the people power and technology ready to start as soon as you are. We’ll provide a short training session on how to use our initiative Workflow Portal, then you’re ready to start delegating SMSF admin work.
In fact, 79% of our clients were up and running with us in less than 7 days.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
Our team has processed more than 100,000 SMSFs, worked with more than 200 financial planners, draws on this wide range of experience to operate as an extension of your existing team.
When you partner with SuperRecords you can be confident you’re delegating work to a reliable, qualified team with access to the latest technology, and proven dynamic processes and procedures.
Cost of Business
SMSF administration costs go up and up, but clients put constant downward pressure on costs.
Know How
It’s hard to get people who understand end-to-end SMSF compliance – you need the know-how to grow
Risky Business
Using the cloud is one thing, using the cloud through third parties is another, and nothing spells risk like client data.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
of our clients rate our onboarding as fast and easy
of our clients find SuperRecords easy to work with
of our clients are up and running in less than 7 days
We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable and affordable.
79% of our clients are up and running in less than 7 days
ISO27001 certification to ensure iron clad security of all data
Pay per job, enabling you to scale up and down as needed
Status of all tasks at your fingertips in real time
You delegate the work and we take care of all staff management
Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date
Application of RPA to connect unrelated software and maximise efficiency
All work is subject to our internal quality checks before being delivered to you
Hear from our happy clients:
I’ve been using SuperRecords for 8 years and their service has been excellent since day 1.
Adam C
Suncow Wealth
Super Records are very professional to deal with and have a clear and efficient process.
Sook S
Partner, Enspira Financial
Partnering with SuperRecords was a great decision for our business. They are so helpful, knowledgeable and efficient.
Deborah S
Novem
See how Super Records can improve efficiency, capacity and profitability in your practice.