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SuperConcepts

SuperConcepts (a wholly owned business of AMP) is an Australian success story, with over 30 years of experience in the SMSF market. SuperConcepts is the refreshed brand name for the coming together of a range of leading SMSF brands.

Our passion for innovation has led us to disrupt the SMSF market with scalable and automated solutions, proudly offering the most comprehensive range of services in the market. At SuperConcepts, we deliver innovative and award-winning SMSF solutions to over 38,000 funds in the market.

Our portfolio of SMSF offerings and market-leading services are designed to empower our clients with the professional capabilities to deliver increased ROI. Our full service SMSF offering includes a flexible range of SMSF administration services, a software only service, and access to some of Australia’s best technical experts.

SuperConcepts represents a powerful commitment to excellence, innovation and reliability.

See www.superconcepts.com.au

 

Video: Four support measures for SMSFs during COVID-19

 

Latest sponsor articles

Cost of running an SMSF receives updated judgement

Administration costs can rise for complexity, especially owning property in an SMSF, but fees are highly competitive from a wide range of service providers. The break-even cost is less than previously reported.

New bankruptcy rules may have a domino impact on SMSF pensions

During COVID, bankruptcy rules have allowed small businesses to trade while insolvent. It may mean an SMSF is hit by the collapse of a business leaving trustees struggling to meet their own legal obligations.

SMSFs during COVID-19 and your 14-point checklist

SMSFs come with an administration burden underestimated by many. For example, did you know trustees need to document a member’s decision to take the reduced pension minimum under the new COVID rules?

What super changes should you know from 1 July?

A few rules have changed, one is caught up in the legislative stage, and it's worth revising a couple of others. Around the age of 65, there are specific super opportunities every retiree should know.

What SMSF trustees need to know about benefit payments now

The government has announced initiatives to help people use their superannuation in response to the crisis, but for early access and drawdown changes, there are important rules to follow.

Avoid complacency with your SMSF's investment strategy

Many trustees of SMSFs have become complacent about vague Investment Strategies, but fund auditors and regulators are paying far more attention. Ensuring your fund complies requires some simple changes.

The top six checklist: is my SMSF on track and compliant?

With increasing scrutiny on SMSFs, it's worth checking yours is on track. Issues include establishing, investing, obligations, compliance, paying benefits and preparing for an eventual exit.

Super timing guide for contributions and reversionary pensions

Watch the exact timing of super contributions to create a tax deduction, especially this year, and anyone with a pension that reverts to another person on death has particular timing issues to address.

Sponsor White Papers

Top 10 most exotic SMSF investments

A SuperConcepts data analysis of 2,450 SMSF funds worth $3.2 billion has revealed why trustees typically make investments in assets that are deemed ‘exotic’

Behavioural factors in SMSF asset allocation

SMSFs primarily invest in three asset classes – cash, domestic shares and direct property. Commentators often suggest that home bias – a behavioural trait of investors who disproportionately prefer more familiar domestic assets – is responsible for the lack of international asset holdings in SMSFs.

  • 2 November 2017

4 common SMSF mistakes to avoid

Starting and running an SMSF can be a great way to build wealth for the future, but it also comes with some serious responsibilities.

  • 4 October 2017

SMSFs treading water

Despite small gains in balances, investment returns will be lower for longer and many SMSFs are further away from achieving their retirement goals than previously.

  • 21 September 2017

SMSF Investment Patterns Survey June 2017

Contributions triple ahead of super changes SMSF trustees looking to make higher non-concessional contributions before the rule changes on July 1 significantly increased contributions.

  • 17 August 2017

SMSF Investment Patterns Survey

In the March 2017 quarter, the average benefit payment increased significantly from $16,256 to $27,900. Overall contribution levels also continued to rise, a reversal of the historical trend where Q1 was always the lowest quarter each year.

  • 18 May 2017

SMSF Investment Patterns Survey Dec 2016

SMSF Investment Patterns Survey – December 2016 SuperConcepts undertakes a quarterly analysis of its SMSF client investments to identify emerging investment trends.

  • 23 February 2017

SMSF Investment Patterns Survey – Sept 2016

SuperConcepts undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends. The survey covers around 2900 funds, a sample of the SMSFs SuperConcepts administers and the investments they held at the end of each quarter. Funds are administered on a daily basis which ensures data is based on actual investments and is completely up to date.

  • 11 November 2016

SMSF year-end checklist FY16

A checklist of 15 items to consider prior to 30 June 2016, covering contributions, tax deductions, timing, tax offsets, government subsidies, pensions, PAYG benefits, valuing assets, related party transactions and rule changes.

SMSF Investment Patterns Survey March 2016

This report on SMSF investing trends is more accurate than the ATO data because it looks at the actual asset classes rather than broad categories such as ‘managed funds’.

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Five ways the Retirement Review points to new policies

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

Graeme Shaw on why investing is at a pivotal moment

Company profits have not improved for many years but higher valuations have been driven by falling rates and excess liquidity. Conditions do not suit a value and contrarian manager but here are some opportunities.

Retirement Review gives strong views on hoarding of super

The Review includes some profound findings, most notable that retirement income should include drawing down far more capital. Expect post-retirement products to proliferate under a Retirement Income Covenant.

11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Bank scorecard 2020: when will the mojo return?

Banks severely cut dividends in 2020 but are expected to improve payments in 2021. History provides clues to when the banks will return to their 2019 levels of profitability, but who is positioned the best?

Generational wealth transfers will affect all investors

It's not only that 60 is the new 40, but 80 is the new 60. Many Baby Boomers spend up in retirement and are less inclined to leave a nest egg to their children. The ways wealth transfers will affect all investors.

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