/ About Us

We started Superfund Wholesale because we believe that there is a better way for Advisers and Accountants to look after their SMSF clients.

We understand the frustration you experience with the ‘old way’ of looking after SMSFs. Our wholesale SMSF solution has been built by SMSF professionals for SMSF professionals to help you provide a holistic service for your clients that improves efficiencies and increases revenue.

Our Services

REDUCE PAPERWORK, INCREASE EFFICIENCY.
  • Award winning administration
  • 100% cloud-based
  • 24/7 access & up-to-date data
  • Integrate with your software
GROW WITH CONFIDENCE.
  • Expert technical support
  • All work done in Australia
  • High value support
  • Complete choice on products
1923SMSFs Administered
1$1B+ Under Administration
90Awesome Advice Businesses
95On Time Lodgement Rate %
Award Winning Software

Class has been voted best SMSF software provider three years in a row, in the SMSF Adviser SMSF Awards.

Award Winning SMSF Admin

In 2016, we won the SMSF Adviser SMSF Administration Provider of The Year.

All the Data you need

Be ready to provide high value advice with a fully integrated service with over 150 automated data feeds.

SMSF support

Our efficient, in-sourced processes means we are equipped with the time and resources to provide expert technical support.

/ Pricing

Wholesale SMSF admin fees from $120 per month including audit.

ESSENTIALS
$120 per month
Annual Independent Audit
Any cash, wrap or broker account
Money market service
No restriction on insurance policies
MDAs, SMAs & model portfolios
Works with Managed Discretionary Accounts
Adviser & trustee-directed portfolios
Pro-rata fees applicable in first year
No transition fee
 
 
PROPERTY FUNDS
$150 per month
Annual Independent Audit
Any cash, wrap or broker account
Money market service
No restriction on insurance policies
MDAs, SMAs & model portfolios
Adviser & trustee-directed portfolios
Pro-rata fees applicable in first year
No transition fee
Direct residential or commercial property
Limited recourse borrowing
 
NON-SMSF PORTFOLIOS
$40 per month
Individual, joint, trust and company accounts available
Annual Financial & Tax Reporting
Tax lodgement via clients preferred tax agent
Any cash, wrap or broker account
MDAs, SMAs & model portfolios
Other investment assets including property
Adviser & trustee-directed portfolios
Combine non-SMSF portfolios with an SMSF for a ‘consolidated view’
No transition fees
 
 

CLICK HERE to see SMSF Establishments & Other Document Services pricing

HAVE A NEW SMSF TO ESTABLISH?

Discounted administration fees apply in the first year a new SMSF is established. Get in contact with us to find out more about this special offer.

Get in touch

WE ARE PASSIONATE ABOUT PROVIDING INNOVATIVE SMSF ADMIN SOLUTIONS THAT WORK FOR YOU AND YOUR BUSINESS.

Let's work together

/ What others say about us

Don't just take our word for it.

Shan Zavahir - Platinum Strategies

Dealing with Superfund Wholesale has been a pleasurable experience since changing over to you. The staff with whom we have dealt with and the transition to Superfund Wholesalers has been seamless and I would like to personally thank Rob McAskill for providing his technical expertise when required. Great people to work with.

Shan Zavahir - Platinum Strategies

 From the moment I partnered with Superfund Wholesale, I have been incredibly impressed by the quality of service, assistance, and information provided to me. I definitely consider the team to be an extension of my business. After many months researching the different SMSF Administration solutions out there, I thankfully came across Superfund Wholesale.

Burcheart
Joshua Stega - JAS Wealth

Working with Superfund Wholesale has resulted in a huge boost to our business. Not only are they experts in their field, they are passionate about what they do and are always looking for ways to improve their offering. Their skill level is such that they have been able to help with complex superannuation situations, when other firms could not.

Joshua Stega - JAS Wealth

/ Here are some of our awesome clients

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.Let's Work Together

Burcheart - Financial Planning Solutions - Logo - Small
pap-logo-small
Elston-Logo-Small
GET YOUR SMSF BUSINESS FLIGHT PLAN

/ Contact Us

We'd really love to hear from you so why not drop us an email and we'll get back to you as soon as we can.
Find Us

Level 1, 10 Short Street, Southport QLD 4215.

Mail Us

PO Box 10466, Southport B.C. QLD 4215.

Call us

1300 362 943

Class-Super-accountant-Class-Super-SMSF-specialist-Class-Super-Partner

Fill out the form below and one of our team members will get back to you as soon as possible.