Why Us

2 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 two different solutions.

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With Xpress Super, all clients receive a dedicated Client Manager via phone and direct email for administrative and technical support. Our services cover the administration, compliance, taxation, accounting and auditing requirements of an SMSF. Our services include a Macquarie bank account, Macquarie Online Trading or Selfwealth share trading account and Australian Money Market investment account for term deposits.

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.

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

Face to Face meetings

Adelaide only

Fund Establishment

Assistance preparing rollovers (execution only)

Welcome pack

ABN & TFN Application

Trust Deed

Company Establishment

Investment Strategy Template

Nomination of Beneficiary Template

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

Fees

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

Terms and Conditions

Financial Services Guide

Copyright © Xpress Super 2022

Disclaimer: Xpress Super Pty Ltd (“Xpress”) is an authorised representative (AR No. 1298901) of SuperGuardian (AFSL No. 485643). Any information that is financial product advice is provided by Xpress. The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to Xpress’ FSG https://www.xpresssuper.com.au/download/fact_sheets/Financial-Services-Guide.pdf for contact information and information about remuneration and associations with product issuers.

By accessing and/or using information at or through this site each user waives and releases the Xpress to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall the Xpress be liable for any incident or consequential damages resulting from use of the material.