Xpress or SuperGuardian?

How closely involved do you want to be with your SMSF?

Xpress Super Award Winning SMSF Administration in Australia

Xpress Super’s business model is targeted at the self-directed Investor. A typical Xpress Super client is someone who’s happy to educate themselves about SMSFs and participate with hands on decision making in relation to investments.

Xpress Super clients enjoy the best SMSF administration service at low cost simply by using our embedded cash hub and online trading solution and limiting their investments to:

  • Cash
  • Listed Shares
  • Term Deposits
  • Property
  • Precious Metal
  • Managed Funds
  • International Investments

The above products are not mandatory, but utilising products outside of the embedded offering may impact on ease of data automation. Any loss of efficiency impacting on the delivery of the Xpress Super service may attract additional fees.

SuperGuardian Services

SuperGuardian’s service is targeted at the SMSF Trustee who is time poor or does not want to handle the administration or compliance burden of administering their SMSF.

SuperGuardian client’s usually work with a Financial Adviser who assists them with investment selection and strategy using their own in-house trading platforms on a fee for service basis.

SuperGuardian allows any cash hub and can report on any asset on any platform – and the increased service fee reflects the time and effort required to report on funds with more complex scenarios and less data automation.

Are you ready to take control?

Enquire For A FREE Consultation Today!

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Xpress Super Logo Superguardian logo
SMSF Establishment checkmark checkmark
Existing SMSF Transfer checkmark checkmark
Dedicated Client Manager crossmark checkmark
Strategic Advice checkmarkThrough SuperGuardian checkmark
Acts as the registered mailing address for investments crossmark checkmark
Facilitates fund administration by notifying share registries of tax file
number, bank account details etc
crossmark checkmark
Access to Trust Deed and other compliance documentation crossmarkHeld by the Trustee.
We will have scanned copies
for audit purposes only
checkmark
Face to Face meetings crossmark checkmark
Xpress Super Logo Superguardian logo
Assistance preparing rollovers crossmark checkmark
Welcome Pack checkmark checkmark
ABN & TFN application checkmark checkmark
Trust Deed checkmark checkmark
Company Establishment checkmark checkmark
Investment Strategy template checkmark checkmark
Nomination of Beneficiary template checkmark checkmark
Pre-population of bank account opening forms Xpress Super’s Service Providers checkmark
Pre-population of share trading account opening forms Xpress Super’s Service Providers checkmark
Pre-population of term deposit account opening forms Xpress Super’s Service Providers checkmark
Xpress Super Logo Superguardian logo
Cash Accounts Xpress Super’s Service Providers Any cash account
Share Trading platform Xpress Super’s Service Providers Any broker / any platform
Term Deposits Xpress Super’s Service Providers Any institution
Insurance checkmarkTrustees can use any
insurance provider.
checkmarkTrustees can use any
insurance provider.
Property checkmark checkmark
Precious Metal Discuss with XS directly checkmark
Unlisted Investments Discuss with XS directly checkmark
Cryptocurrency crossmark checkmark
Xpress Super Logo Superguardian logo
Daily online access to portfolio valuation checkmark checkmark
Daily online access to member contribution amounts checkmark checkmark
Daily online access to member pension amount summaries checkmark checkmark
Investment Strategy compliance reports checkmark checkmark
Reconciliation of Accounts Monthly Monthly
Xpress Super Logo Superguardian logo
Timing – Annual Fees Annually in advance, each July Monthly
Timing – Adhoc Fees Adhoc basis Adhoc basis
+
Services
Xpress Super Logo Superguardian logo
SMSF Establishment checkmark checkmark
Existing SMSF Transfer checkmark checkmark
Dedicated Client Manager crossmark checkmark
Strategic Advice checkmarkThrough SuperGuardian checkmark
Acts as the registered mailing address for investments crossmark checkmark
Facilitates fund administration by notifying share registries of tax file
number, bank account details etc
crossmark checkmark
Access to Trust Deed and other compliance documentation crossmarkHeld by the Trustee.
We will have scanned copies
for audit purposes only
checkmark
Face to Face meetings crossmark checkmark
+
Fund Establishment
Xpress Super Logo Superguardian logo
Assistance preparing rollovers crossmark checkmark
Welcome Pack checkmark checkmark
ABN & TFN application checkmark checkmark
Trust Deed checkmark checkmark
Company Establishment checkmark checkmark
Investment Strategy template checkmark checkmark
Nomination of Beneficiary template checkmark checkmark
Pre-population of bank account opening forms Xpress Super’s Service Providers checkmark
Pre-population of share trading account opening forms Xpress Super’s Service Providers checkmark
Pre-population of term deposit account opening forms Xpress Super’s Service Providers checkmark
+
Investments
Xpress Super Logo Superguardian logo
Cash Accounts Xpress Super’s Service Providers Any cash account
Share Trading platform Xpress Super’s Service Providers Any broker / any platform
Term Deposits Xpress Super’s Service Providers Any institution
Insurance checkmarkTrustees can use any
insurance provider.
checkmarkTrustees can use any
insurance provider.
Property checkmark checkmark
Precious Metal Discuss with XS directly checkmark
Unlisted Investments Discuss with XS directly checkmark
Cryptocurrency crossmark checkmark
+
Online Report
Xpress Super Logo Superguardian logo
Daily online access to portfolio valuation checkmark checkmark
Daily online access to member contribution amounts checkmark checkmark
Daily online access to member pension amount summaries checkmark checkmark
Investment Strategy compliance reports checkmark checkmark
Reconciliation of Accounts Monthly Monthly
+
Fees
Xpress Super Logo Superguardian logo
Timing – Annual Fees Annually in advance, each July Monthly
Timing – Adhoc Fees Adhoc basis Adhoc basis