SMSF admin designed by advisers, for advisers.
With all work performed in Australia.
24/7 online reporting to help you better service your SMSF clients – driving
increased client satisfaction, more referrals and more revenue for your business.
We want to empower you to better service your clients. We provide you with all the tools you need to offer your clients a high quality service that will grow your business.
Attract and retain a higher profit margin client base by offering a value-added service for your clients – SMSF administration for your clients’ SMSFs.
Wholesale SMSF admin fees from
$120 per month including audit.
We believe there is a better way for advisers
to look after their SMSF clients. So we built it.
We understand the frustration you experience with the ‘old way’ of looking after SMSFs – not having access to the information you need to best advise your clients.
We want to empower you to better service your clients. Our wholesale SMSF solution has been built to help you provide a holistic service for your clients.
Don’t refer away part of your business. Utilise the resources within your practice, combined with our specialist knowledge, to offer your clients an unparalleled value-added service.
Make a margin of $1,000 more on every client. By attracting more SMSF clients through a value-added SMSF admin solution, you will grow a higher profit client base.
Real people – all based here in Australia who understand the SMSF market intimately and can assist you with the highest level SMSF technical support and industry best practice.
Access to comprehensive online reporting to help you better service your SMSF clients, driving increased client satisfaction, more referrals and increased revenue.
We are passionate about providing innovative SMSF admin
solutions that work for you and your business.
I really enjoy the opportunity to collaborate with other professionals, especially those who are pushing some boundaries and delivering their services in a new and fresh way. I truly believe that for us to move our industry forward, we need to focus on what COULD BE rather just accepting what we have in the present. That ideal of not being constrained by history, and looking to the future, is a big part of what I bring into our business and also the businesses of professionals I work with.
Prior to joining the Superfund Wholesale team, I had the opportunity to help build a successful and profitable specialist SMSF administration and business called My Super Advisor. I now use this experience to help other advisers with their own practices so they can better service their clients. The favourite aspect of my role includes leading a fantastic team, as well as assisting advisers with any SMSF technical queries.
This experience is invaluable when it comes to providing the best possible SMSF advice to the advisers I work with. I love being able to help and educate ANYONE regarding when it comes to SMSFs – I have my own fund as I believe you should practice what you preach!
The extensive training and technical knowledge I gained as an auditor really helps when dealing with the compliance aspects of my role. Working with the Superfund Wholesale team is really exciting as our growth provides me with exposure to a number of different businesses which makes things very interesting.
On a daily basis I encounter new problem to solve or a more technical knowledge that I can use to the benefit of the clients, I can already see that I am moving ahead of the typical university student because of my experience in working with SMSF’s. Sport and fitness in general is a great hobby of mine, from sports like Rugby or Boxing all the way through to Cycling, I love getting outdoors, getting active and enjoying the sunny Gold Coast!
I’m the newest member to the Superfund Wholesale team, with a major part of my role supporting and assisting the SMSF Accountants with your lodgements, bank and investment accounts. My role at Superfund Wholesale is great for me, as I am always working with a number of different clients accounts, which brings together my two passions (people and numbers).
I like to think of myself as your modern day bookkeeper, who enjoys the team environment at Superfund Wholesale.
When i’m not at work I enjoy days at the beach, reading a good book or travelling the world and discovering new places.
I have a Bachelors degree in Accounting.
I’m a problem solver and enjoying getting things sorted out – although this can be challenging when dealing with Government departments! It’s nice to know that I’m lifting this burden from our clients however. Outside of work I love spending time with my two young kids, shopping, travel and holidays (give me a nice resort and a cocktail anytime!) and spending time with friends and family.
My hobbies include golf and motor sports. Growing up, my Dad told me, “You will make more money with your head than your hands”. My personal, and business philosophy, is that we can always improve and do better.
Helping clients put long-term plans in place that really achieve their goals is what makes me get out of bed in the morning. My favourite quote is the old faithful ‘never give up’ – it’s my mantra in business and in my personal life where my hobbies include long distance running and golf.
The Myers Brggs personality test categorises me as a Mastermind, so I love getting to the granular detail level when it comes to problem solving. On the weekends I like tinkering with my vintage timber launch and spending time with my family including two handsome little grandsons. Believing in the power of positive thinking, one of my favorite quotes is; ‘whether you think you can or you can’t, you’re probably right’!
I’m the person who oversees the day to day operations and it’s my job to ensure our clients receive the best possible service. Although I have many years experience looking after the accounting functions of SMSF clients I’m not an accountant by trade. My passion and qualifications reside squarely on the advice side of the business. Being a catalyst for positive change in my clients financial lives is definitely the best part of my role.
Getting to know our clients has been absolutely fantastic. I love the challenge of helping people reach their goals. The satisfaction I get from knowing that I’ve helped another person stay on track or reach something they’ve been aiming for is what makes me come to work each day and love the job I do. Outside of the office, along with running around after a 3 year old, I love keeping active and getting to the beach any chance I can get.
The close relationships I form with clients help me to do the best job I can for them. The more I can help, the happier I am. I’m a member of my family SMSF. Outside of work I enjoy spending time with my family and friends, learning more about different places around the world that I visit, love everything to do with Halloween and absolutely love Minions. Just call me a Super Minion!
I will admit however that I take a certain satisfaction from having a tidy set of accounts completed with no guesstimates or loose ends. Outside of work I love read, travel as much as I can, quilting (getting better with each one!), helping with charity events and fundraising and spending time with my family – including my darling puppy Georgie.
I work very closely with the awesome accountants and advisers in the team as my role is so intertwined with what they do. I also like that SMSFs are very black and white. There are rules how things are done and that is what you work within. Seeing the final results of my hard work is very satisfying – whether it be a clean and up to date SMSF at work or a completed prop or costume at home. Yes – I am a ‘pop-culture enthusiast’ (music, movies, cartoons, comics) as well as an avid Gamer. I’m also an amateur dress maker and aspiring prop maker, and looking to start making armour this year. I also have a trip to Japan planned this year which is extremely exciting!
We are proud to feature some of our great clients. We love working with forward-thinking advisers to help them see
the SMSF part of their business really take off. If you’d like to be a part of this, please contact us.
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