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Super Concepts

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Super Concepts

Profile:

Individual Services:

>     Fund Establishment
      Comprehensive SMSF establishment, including sole purpose trustee incorporations

>     Deed Management
      including Trust Deed upgrades, Fund restructures, amendments and more

>     Annual independent fund audits

>     Benefit payment documentation services
      including income streams, lump sum withdrawals and rollovers

>     SMSF borrowing
      Establishment of borrowing arrangements (any asset)

Overview:

Super Concepts has been operating in the SMSF segment of the superannuation industry since 1985 and has been instrumental in establishing and/or servicing more than 35,000 SMSF’s – a number that makes us one of Australia’s leading SMSF specialists.

We are recognised as experts by the experts for our:

    Comprehensive range of SMSF administration services
    Marketing leading technical capability
    Strong focus on delivering quality service and positive client experiences to SMSF trustees
    and their intermediaries.
    Strength and stability, provided by institutional ownership

Super Concepts currently provides accounting and compliance services to over 4,200 SMSF clients with funds under administration in excess of $4 billion.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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