XpressBLKXpress or SuperGuardian?
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.
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.
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
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