Why Us

3 SMSF Solutions
For You To Consider

We know that everybody has different needs and desires, and that's why we want to help you compare three different solutions. 

Xpress Super is our standard service option where Trustees receive email support along with administration, compliance, taxation, accounting and auditing services. This includes investments in a Macquarie CMA bank account, Macquarie Online Trading or SelfWealth ASX share trading account, Australian Money Market term deposit investment account, and Plenti peer-to-peer lending account.

XpressBLK includes everything in Xpress Super and a dedicated Client Manager for that much needed support and guidance. With 1 business day response times, you can be assured you have the support, when you need it. Apart from increased communication options, XpressBLK has a key focus on education including twice-yearly webinars and quarterly newsletters.

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Our parent company, SuperGuardian, offers a full SMSF administration solution to Trustees, Financial Advisers and Accountants across Australia. The service does not impose any restrictions on investments or product providers. For further information visit the SuperGuardian website.

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Compare Services

Works with SMSF Trustees

Works with Accountants and Financial Advisers

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 (execution only)

Welcome pack

ABN & TFN Application

Trust Deed

Company Establishment

Investment Strategy Template

Nomination of Beneficiary Template

Pre-population of bank account opening form

Pre-population of share trading account opening forms

Pre-population of term deposit account opening forms

Macquarie only

SelfWealth and Macquarie only

Australian Money Markets only

Macquarie only

SelfWealth and Macquarie only

Australian Money Markets only

Cash Accounts*

Share Trading Platform*

Term Deposits*

Insurance

Property

Precious Metal**

Unlisted Investment**

International Listed Investments*

Foreign Cash Accounts

Private Companies

Collectibles

Cryptocurrency

* Xpress Super’s Service Providers

** Discuss with Xpress Super directly

Daily online access to portfolio valuation

Daily online access to member contribution amounts

Daily online access to member pension amount summaries

Investment Strategy compliance reports

Monthly Reconciliation of Accounts

Looking to Establish an SMSF or Transfer an existing SMSF?
Talk to one of our experts, we’re here to help!

We are open: Monday - Friday 8:30 AM - 5:00 PM (ACST)

Adelaide

65 Gilbert Street
Adelaide SA 5000