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 a low cost SMSF product simply by using our embedded cash hub and online trading solution and limiting their investments to:

  • Cash
  • ASX listed equities
  • Fixed interest securities
  • Property
  • Precious Metal

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?

Book Your FREE Consultation Today!

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Xpress Super LogoSuperguardian logo
SMSF Establishmentcheckmarkcheckmark
Existing SMSF Transfercheckmarkcheckmark
Dedicated Client Managercheckmarkcheckmark
Strategic AdvicecheckmarkThrough SuperGuardiancheckmark
Acts as the registered mailing address for investmentscrossmarkcheckmark
Facilitates fund administration by notifying share registries of tax file
number, bank account details etc
crossmarkcheckmark
Access to Trust Deed and other compliance documentationcrossmarkHeld by the Trustee.
We will have scanned copies
for audit purposes only
checkmark
Face to Face meetingscrossmarkcheckmark
Xpress Super LogoSuperguardian logo
Assistance preparing rolloverscrossmarkcheckmark
Welcome Packcheckmarkcheckmark
ABN & TFN applicationcheckmarkcheckmark
Trust Deedcheckmarkcheckmark
Company Establishmentcheckmarkcheckmark
Investment Strategy templatecheckmarkcheckmark
Nomination of Beneficiary templatecheckmarkcheckmark
Pre-population of bank account opening formsXpress Super’s Service Providerscheckmark
Pre-population of share trading account opening formsXpress Super’s Service Providerscheckmark
Pre-population of term deposit account opening formsXpress Super’s Service Providerscheckmark
Xpress Super LogoSuperguardian logo
Cash AccountsXpress Super’s Service ProvidersAny cash account
Share Trading platformXpress Super’s Service ProvidersAny broker / any platform
Term DepositsXpress Super’s Service ProvidersAny institution
InsurancecheckmarkTrustees can use any
insurance provider.
checkmarkTrustees can use any
insurance provider.
Propertycheckmarkcheckmark
Precious MetalDiscuss with XS directlycheckmark
Unlisted InvestmentsDiscuss with XS directlycheckmark
Cryptocurrencycrossmarkcheckmark
Xpress Super LogoSuperguardian logo
Daily online access to portfolio valuationcheckmarkcheckmark
Daily online access to member contribution amountscheckmarkcheckmark
Daily online access to member pension amount summariescheckmarkcheckmark
Investment Strategy compliance reportscheckmarkcheckmark
Reconciliation of AccountsMonthlyMonthly
Xpress Super LogoSuperguardian logo
Timing – Annual FeesAnnually in advance, each JulyMonthly
Timing – Adhoc FeesAdhoc basisAdhoc basis
+
Services
Xpress Super LogoSuperguardian logo
SMSF Establishmentcheckmarkcheckmark
Existing SMSF Transfercheckmarkcheckmark
Dedicated Client Managercheckmarkcheckmark
Strategic AdvicecheckmarkThrough SuperGuardiancheckmark
Acts as the registered mailing address for investmentscrossmarkcheckmark
Facilitates fund administration by notifying share registries of tax file
number, bank account details etc
crossmarkcheckmark
Access to Trust Deed and other compliance documentationcrossmarkHeld by the Trustee.
We will have scanned copies
for audit purposes only
checkmark
Face to Face meetingscrossmarkcheckmark
+
Fund Establishment
Xpress Super LogoSuperguardian logo
Assistance preparing rolloverscrossmarkcheckmark
Welcome Packcheckmarkcheckmark
ABN & TFN applicationcheckmarkcheckmark
Trust Deedcheckmarkcheckmark
Company Establishmentcheckmarkcheckmark
Investment Strategy templatecheckmarkcheckmark
Nomination of Beneficiary templatecheckmarkcheckmark
Pre-population of bank account opening formsXpress Super’s Service Providerscheckmark
Pre-population of share trading account opening formsXpress Super’s Service Providerscheckmark
Pre-population of term deposit account opening formsXpress Super’s Service Providerscheckmark
+
Investments
Xpress Super LogoSuperguardian logo
Cash AccountsXpress Super’s Service ProvidersAny cash account
Share Trading platformXpress Super’s Service ProvidersAny broker / any platform
Term DepositsXpress Super’s Service ProvidersAny institution
InsurancecheckmarkTrustees can use any
insurance provider.
checkmarkTrustees can use any
insurance provider.
Propertycheckmarkcheckmark
Precious MetalDiscuss with XS directlycheckmark
Unlisted InvestmentsDiscuss with XS directlycheckmark
Cryptocurrencycrossmarkcheckmark
+
Online Report
Xpress Super LogoSuperguardian logo
Daily online access to portfolio valuationcheckmarkcheckmark
Daily online access to member contribution amountscheckmarkcheckmark
Daily online access to member pension amount summariescheckmarkcheckmark
Investment Strategy compliance reportscheckmarkcheckmark
Reconciliation of AccountsMonthlyMonthly
+
Fees
Xpress Super LogoSuperguardian logo
Timing – Annual FeesAnnually in advance, each JulyMonthly
Timing – Adhoc FeesAdhoc basisAdhoc basis