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