Why we are different?

Fixed Cost

Choose Investments from leading Banks, Brokers, Wraps/Platforms from our Compatible Data Feed list to be eligible

Comprehensive Adviser/ Fund Dashboards

Advisers are connected in real time to the key features of their funds.

Qualified Staff

All administration work performed by qualified accountants

Accumulation & Pension Accounts

No additional cost to administer accumulation accounts to pension accounts

Back Office Automation

Unique rail-based portal suite to track status e.g. workflow, queries, transitions, production of financials, audit and tax lodgements

Data Security

Increased cyber security for SMSF data… overseas countries are not obliged to meet Australian Privacy Laws

Distinct Benefits to Advisers & Accountants

  • Advisers & Accountants can select from a number of leading providers to be eligible
  • Advisers / Trustees can engage purely Admin services thereby keeping existing relationships for Tax and Audit services
  • Dedicated Adviser and Fund dashboards with key information, analytics and documentation
  • Processes and workflow driven by automation

All work is undertaken by qualified accountants.
That means high quality accounting and compliance.

Preset Super Key Features

Key Features of Preset Super are:

  • All administration work performed by qualified SMSF specialists
  • Simple, all inclusive annual fee
  • Fund establishment and transferring service
  • Integrated dashboards and administration system
  • Range of Investment options
  • Move between Preset Super and Triple A Super as circumstances change

Key Benefits of Preset Super

  • Very competitive costs for Deeds and ancillary services
  • Range of investment choices
  • Fund analytics - Integrated information surfaced through dashboards
  • Investment information updated daily or after received via data feeds
  • $1,660.00 all-inclusive administration, tax return & audit fee
  • Automated compliance engine utilising virtual robotics to monitor abnormal transactions
Preset Super