Individuals | Advisers | Dealers

Overview

Smartsuper offers a comprehensive range of training, strategic planning, administration and compliance services to both businesses and individuals. Basically, we do all the necessary paperwork and running around so you can concentrate on making the right investment decisions.

We do not pretend to be the cheapest administration service available. We do, however, deliver a service which is full and complete. If you are looking for a firm to work alongside you on a monthly basis, assist you to meet your Trustee responsibilities and ensure the things that need to be done are done, then smartsuper is your best choice.

Smartsuper has been established since 1991 providing superannuation administration services to clients. Our service is designed for the active investor who is concerned about their investments but may not have the time, desire or in some cases the skill to administer the fund to the level required by the increasingly complex legislation changes and compliance requirements.

Smartsuper has actively built relationships with key suppliers to deliver a unique, simple and practical service to ensure all aspects of the fund are dealt with in a timely and efficient manner.

  1. Price Waterhouse Cooper supplies actuarial services
  2. Freehills provides trust deed establishment
  3. Ure Lynam provide specialised audit services

We couple these facilities with a technical support service designed to structure your fund and benefit payments to help you get the optimum result.

[ Back to top ]

Our People

No company is complete, or gains success, without its personnel. At Smartsuper we feel that we have exceptional people doing an outstanding job to serve our clients.

We only employ graduates with appropriate qualifications in accounting, investments or superannuation (many of our competitors use junior clerical staff to cut costs). With the complexities of the superannuation area and the large penalties for any mistakes, we feel such an approach puts you too much at risk.

Management team:

  • CEO - Andrew Bloore.
  • GM Operations - Jacek Noga.
  • Client Services Manager - Bill Davies.

[ Back to top ]

Other Relationships

We have excellent relationships with:

  • The Australian Taxation Office - we are a member of their Superannuation Consultative Committee, the Superannuation Funds Working Group and the Super Simplification Working Group for SMSF Administrators.
  • Treasury - we were part of the Treasury team drafting the Superannuation Simplification Legislation.

These relationships enable us to resolve any compliance issues funds may have with a minimum of fuss and ensure we understand what is in the minds of the legislators as opposed to just what the legislation says.

[ Back to top ]

Our Clients

Smartsuper provides administration and other services to a range of major Australian financial institutions such as Macquarie Equities Ltd, HSBC, UBS, Bell Potter, Commonwealth Bank, City Group, AMP Financial Services, Hillross and many others. We offer both direct access, co-branded or full "white labled" services to suit your needs.

[ Back to top ]