Connect Super - Our Services

Our Services

At Connect Super we pride ourselves on building strong relationships with Financial Planners and Accountants. We support the growth and profitability of your business by becoming your expert SMSF back office. You can rely on our team of SMSF specialists to provide you and your clients with seamless processing and up-to-date reporting so you can focus on value added work and leave the compliance to us.

Our services include:

Fund establishment on an individual trustee or corporate trustee basis
A complete accounting, compliance, tax and reporting service for your funds
24/7 online reporting of portfolio valuations, performance, realised & unrealised gains
Live monitoring of contribution caps and pension limits
Pension administration, including commencement and commutation documents
Ongoing submission of transfer balance accounting reports (TBAR)
A full suite of financial statements, member statements and minutes completed annually
Annual independent audit and tax return lodgement

The benefits of our service are:

No Surprises On Fees

We charge on a fixed price per fund basis (direct debited monthly in arrears) so you can keep control of your costs and plan your firm's cash flow ahead of time. With Connect Super you'll have the peace of mind that comes from knowing that there's no nasty surprises waiting at the end of the financial year.

Local Team

When you choose Connect Super, you and your clients can take comfort from knowing that all of your SMSF administration work is done within Australia by locally trained SMSF specialists. At Connect Super we do not send any work offshore.

Online Reporting

Our 24/7 online reporting system not only allows you to have access to current reports and information about all of your funds, but you can also choose to provide a login to your clients so that they can view their fund details on their computer, tablet, or mobile phone.

Promote Your Business

Many advice and accounting practices find SMSF growth difficult due to limited internal resources. With Connect Super as your back office, you can confidently grow your SMSF practice knowing that you are supported by a scalable, professional solution that utilises specialised technology and provides personal expert service.

You're In Control

Connect Super provides a business-to-business (B2B) solution so you always act as the intermediary with your clients. We will never contact your clients directly (unless you instruct us to) and you can rest easy knowing that we don't compete in the same market as you. Providing back-office SMSF services to advisers and accountants is all we do.

Use Our Mailhouse

We can also act as the mailing house for your funds at no extra charge, which means you don't have to deal with chasing your clients for documents, or face a mountain of paperwork in your mail box each week. In short, we take care of everything so you can focus on growing your business and providing great service to your clients.