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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SMSF Establishment
Existing SMSF Transfer
Dedicated Client Manager
Acts as the registered mailing address for investments
Facilitates fund administration by notifying share registries of tax file number, bank account details etc
Access to Trust Deed and other compliance documentation Held by the Trustee. We will have scanned copies for audit purposes only
Face to Face meetings Adelaide only
Assistance preparing rollovers
Welcome Pack
ABN & TFN application
Trust Deed
Company Establishment
Investment Strategy template
Nomination fo Beneficiary template
Pre-population of bank account opening forms CBA only CBA only
Pre-population of share trading account opening forms CommSec only CommSec only
Pre-population of term deposit account opening forms Australian Money Markets only Australian Money Markets only
Cash Accounts Xpress Super’s service providers Xpress Super’s service providers Any cash account
Share Trading (including ETFs) Xpress Super’s service providers Xpress Super’s service providers Any broker or platform
Term Deposits Xpress Super’s service providers Xpress Super’s service providers Any institution
Insurance
Property
Precious Metals
Listed Managed Funds Xpress Super’s service providers Xpress Super’s service providers
Unlisted Managed Funds Discuss with Xpress Super Discuss with Xpress Super
International Investments Xpress Super’s service providers Xpress Super’s service providers
Foreign Cash Accounts
Private Companies
Collectibles
Cryptocurrency
Daily online access to portfolio valuation
Daily online access to member contribution amounts
Daily online access to member pension amounts
Investment Strategy comparison
Investment Performance report
Reconciliation of Accounts Monthly Monthly Monthly
Annual Fee timing Annually in advance, each July Annually in advance, each July Monthly
Adhoc Fee timing 7 days from time of notifying Xpress Super 7 days from time of notifying Xpress Super 7 days from time of notifying Xpress Super
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Services
SMSF Establishment
Existing SMSF Transfer
Dedicated Client Manager
Acts as the registered mailing address for investments
Facilitates fund administration by notifying share registries of tax file number, bank account details etc
Access to Trust Deed and other compliance documentation Held by the Trustee. We will have scanned copies for audit purposes only
Face to Face meetings Adelaide only
+
Fund Establishment
Assistance preparing rollovers
Welcome Pack
ABN & TFN application
Trust Deed
Company Establishment
Investment Strategy template
Nomination fo Beneficiary template
Pre-population of bank account opening forms CBA only CBA only
Pre-population of share trading account opening forms CommSec only CommSec only
Pre-population of term deposit account opening forms Australian Money Markets only Australian Money Markets only
+
Investments
Cash Accounts Xpress Super’s service providers Xpress Super’s service providers Any cash account
Share Trading (including ETFs) Xpress Super’s service providers Xpress Super’s service providers Any broker or platform
Term Deposits Xpress Super’s service providers Xpress Super’s service providers Any institution
Insurance
Property
Precious Metals
Listed Managed Funds Xpress Super’s service providers Xpress Super’s service providers
Unlisted Managed Funds Discuss with Xpress Super Discuss with Xpress Super
International Investments Xpress Super’s service providers Xpress Super’s service providers
Foreign Cash Accounts
Private Companies
Collectibles
Cryptocurrency
+
Online Report
Daily online access to portfolio valuation
Daily online access to member contribution amounts
Daily online access to member pension amounts
Investment Strategy comparison
Investment Performance report
Reconciliation of Accounts Monthly Monthly Monthly
+
Fees
Annual Fee timing Annually in advance, each July Annually in advance, each July Monthly
Adhoc Fee timing 7 days from time of notifying Xpress Super 7 days from time of notifying Xpress Super 7 days from time of notifying Xpress Super