SuperConcepts

SuperConcepts Simplifying SMSF so more Australians can control their super

Craig Stone, General Manager, Quality & Technical Services at SuperConcepts, is speaking at the Queensland Investor Summ...
31/08/2026

Craig Stone, General Manager, Quality & Technical Services at SuperConcepts, is speaking at the Queensland Investor Summit 2026 on the Gold Coast.

Craig has spent almost three decades working with SMSF trustees and accountants across Australia. He'll use his session to walk investors through the full SMSF journey: setting up a fund, growing it, moving into retirement, succession planning, and the major life events that might make you reconsider your strategy.

The Summit runs 14–15 September at The Langham, Gold Coast, under the theme "Future Fortunes. Human Edge. Investing in the Age of AI." The two-day program, hosted by the Australian Shareholders' Association, covers tax reform, AI, economics, ETFs, portfolio construction, governance, company leadership, SMSFs and small caps, aiming to give investors practical insights they can take back to their own decision-making.

Registration is open now: https://zurl.co/UIr75

Did you know that Australian Financial Complaints Authority (AFCA) may apply a different test based on whether the SMSF ...
27/08/2026

Did you know that Australian Financial Complaints Authority (AFCA) may apply a different test based on whether the SMSF has net assets of at least $10 million?

Recent AFCA determinations highlight why getting wholesale client classifications wrong can have significant consequences, including losing important retail client protections.

In our latest article, Craig Stone, General Manager, Quality & Technical Services, explores:

✅ The different wholesale client tests that apply to SMSFs
✅ When the $10 million SMSF asset threshold may be relevant
✅ What actions trustees could take

If you are reviewing wholesale client classifications, this is essential reading.

🔗 Read the article: https://zurl.co/cQjGi

We're proud to share that SuperMate® has been named a finalist for SMSF Technology Innovator of the Year at the SMSF Awa...
26/08/2026

We're proud to share that SuperMate® has been named a finalist for SMSF Technology Innovator of the Year at the SMSF Awards 2026.

Behind every innovation is a team dedicated to finding better ways to support our clients, and this recognition acknowledges their hard work, expertise, and passion for continuous improvement.

To our clients, partners, and the broader SMSF community, thank you for your ongoing support and trust in SuperMate. Your feedback and collaboration continue to shape the solutions we build.

Day 1 of BDO National Business Services Conference at Gold Coast. Exciting times are ahead!
08/08/2023

Day 1 of BDO National Business Services Conference at Gold Coast. Exciting times are ahead!

We are excited to continue our exploration of SMSF borrowing in more detail following the positive feedback received fro...
11/07/2023

We are excited to continue our exploration of SMSF borrowing in more detail following the positive feedback received from our first episode. SMSF borrowing explained: part two is a must-listen for anyone interested in this topic.

In this episode, we cover the differences between home restorations and improvements, non-arms length income, and the qualifications required for a limited recourse borrowing arrangement (LRBA). Additionally, we discuss the importance of the Bare Trust or Holding Trust in the borrowing process. Tune in now to gain valuable insights from this informative episode!

Listen here: https://spoti.fi/3pyguW8

Have you ever wondered what is considered a collectable in an SMSF? Join Ailidh & Nick in our new episode, "Collectables...
04/07/2023

Have you ever wondered what is considered a collectable in an SMSF?

Join Ailidh & Nick in our new episode, "Collectables in an SMSF: What does that mean?"

We'll answer all your burning questions, including the common query: Is bullion considered a collectable?

Listen here: https://spoti.fi/3pDmyML

Are you curious about where SMSF investors are allocating their funds and wondering which sectors are gaining traction a...
30/06/2023

Are you curious about where SMSF investors are allocating their funds and wondering which sectors are gaining traction and which ones are losing popularity? SuperConcepts has got you covered.

Discover the latest insights and trends in SMSF investments with this comprehensive Investment Pattern Survey!

Read the full report here: https://bit.ly/3py5Hef

Episode 5 just released: SMSF borrowing explained Join us in this episode as we explore the world of SMSF borrowing and ...
27/06/2023

Episode 5 just released: SMSF borrowing explained

Join us in this episode as we explore the world of SMSF borrowing and what this means for you. The discussion covers the fundamentals of SMSF borrowing, including Limited Recourse Borrowing Arrangements (LRBAs), the holding trust and trustee appointments, safe harbour guidelines, the potential to borrow to build and the limitations that apply.

Listen here: https://spoti.fi/3CLoKou

26/06/2023

Our annual compliance release is going live on 2 July 2023. It contains everything you will need to ensure your funds are compliant in time for the new financial year.

We are also excited to share the release of our new payment summaries lodgement screen, which lets you know which funds need lodgement. We are always thinking of ways to make lodgement time even easier for you!

here: https://bit.ly/42ZL8oI

It's crucial not to underestimate the impact this oversight can have on your finances and retirement goals. In his lates...
21/06/2023

It's crucial not to underestimate the impact this oversight can have on your finances and retirement goals. In his latest blog, Graeme Colley, Executive Manager, SMSF Technical and Private Wealth, dives into the consequence of the trustee's failure to comply with pension rules, and what you need to be aware of to safeguard your financial future.

Read here: https://bit.ly/44canVQ

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Level 5, 70 Hindmarsh Square
Adelaide, SA
5000

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Thursday 9am - 5pm
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