Custom Marketing Strategy

02The work

Everything we built for you, on this page.

Every piece is finished, written in your voice, and yours to keep regardless of whether we work together. Summary first, then the full text of each piece further down.

Video Ad Scripts

Platform-ready variations across angles and audiences

Funnel Pages

Landing page and confirmation page for your funnel

Long-Form Explainer Video Script

Full video sales letter, written in your brand voice

Confirmation Page Video Scripts

Breakout content for education and trust

Pre-Appointment Email Sequence

Confirmation-to-appointment nurture sequence

General Email Marketing Sequence

New patient onboarding and retention sequence

Funnel Architecture

End-to-end acquisition flow

Read the full text · tap any row to expand

Video Ad Scripts 7 variations

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Ad 1: "Your SMSF, Updated This Morning" →

Quick question. What was your super worth this morning? Not 14 months ago - this morning.

If you can't answer that, and you're running an SMSF, the next 25 seconds save you a phone call.

SuperConcepts pulls data from more than 260 Australian banks and platforms - CommBank, NAB, Macquarie's Cash Management Account, the lot - straight into your dashboard. Daily. Not annually.

So when you're sitting on a contribution decision, or a market move, or your accountant calls in June asking should we top up - you actually have the number.

Not for every trustee. If your fund is under $300K and you're happy seeing it once a year, keep what you have.

If you want to see what real-time SMSF data looks like for your fund - tap the link, answer 4 questions about your fund, and we'll email you a free dashboard preview within 24 hours. Populated with your actual asset categories. No call unless you ask for one.

CTA OVERLAY: Get the free dashboard preview
END FRAME: SuperConcepts - Daily SMSF data. 260+ feeds. ISO 27001 certified. AFSL 291195.

Ad 2: "Transfer In A Week, Not Six Months" →

If you've thought about switching your SMSF admin and didn't because it sounded like a nightmare - you got lied to.

Most transfers we run finish in days, not months. Here's exactly what happens, and what you do.

Three things. You sign two authorisations. Our team requests your fund data from your current provider. We reconcile and bring you onto the SuperConcepts platform. That's it.

ISO 27001 certified, data hosted in our own Sydney data centre, AFSL 291195, 40-plus years doing this.

If your fund is under $300K, or you only set up your SMSF this year, this isn't for you. If you've been with the same admin for five years or more and you're tired of paying for slow service, the next 24 hours can fix that.

Tap the link. Answer 4 questions about your current provider and fund size. We'll send you a one-page transfer plan with the exact timeline for your fund, free, within 24 hours. No call unless you want one.

CTA OVERLAY: Get the free transfer plan
END FRAME: SuperConcepts - Transfer in days. Plan in 4 questions.

Ad 3: "260 Australian Banks. One Dashboard." →

260 Australian banks and platforms. One SMSF dashboard. No data entry.

This is what your fund's transactions look like flowing in automatically, this morning. If yours still arrives in a quarterly PDF, you are paying someone to do data entry a computer could do for free.

SuperConcepts pulls automated data from more than 260 institutions - CommBank, NAB, Macquarie's CMA, Westpac, ANZ and 255 others - straight into your fund's accounting, every day. ISO 27001 certified. Data stays on Australian servers, in our own Sydney data centre.

Not for funds under $300K. For everyone above that with a current admin still mailing you PDFs - there is no reason to keep paying for that.

Tap the link. Tell us which banks and platforms your SMSF uses. We'll email back a free feed-coverage report within 24 hours - which of your accounts would auto-feed, which would still need manual touch. No call unless you ask.

CTA OVERLAY: Get the free feed-coverage report
END FRAME: SuperConcepts - 260+ feeds. Sydney servers. Stop the data entry.

Ad 4: "If You Advise On SMSFs, Tuesday Mornings Look Like This" →

If you advise on SMSFs and Tuesday morning looks like this - chasing your admin partner for client updates, sitting on hold while your inbox fills with client questions you can't answer - here's what four hours a week chasing admin actually costs you over a 12-month cycle, and how to take it back.

SuperConcepts runs wholesale SMSF admin for advisers across Australia. You and your client share dashboard access, so you stop emailing for fund status - you log in. Technical hotline for the complex stuff: transfer balance cap, Limited Recourse Borrowing Arrangements, Division 293, non-arm's length income.

The SMSF specialists who back the hotline are the same team who deliver our University of Adelaide certified SMSF Specialist Course. 40-plus years in market. ISO 27001 certified.

Not for advisers with under three SMSF clients. For everyone above that, your current setup is the cost. We can quantify it.

Tap the link. Tell us how many SMSF clients you have and your current admin partner. We'll email a free time-cost audit within 24 hours: hours you're losing per fund, the dollar value at your billable rate, and what wholesale pricing would look like for your book. No call unless you ask.

CTA OVERLAY: Get the free adviser time-cost audit
END FRAME: SuperConcepts - Wholesale SMSF admin. Technical hotline. Shared dashboard.

Ad 5: "What BDO Picked In July 2024" →

In nine days in July 2024, BDO Australia and First Financial both picked the same SMSF software.

If your firm is reviewing SMSF software this year and you haven't seen what they saw - here it is in 25 seconds.

SuperMate runs automated feeds from more than 260 Australian institutions. One-click audit integration with ASF Audits. Event-based reporting straight to the ATO. Document recognition that extracts data without re-keying. Built for firms running 20 to 2,000 funds.

ISO 27001 certified, Sydney-hosted infrastructure, AFSL 291195.

Not for firms with under 10 SMSF funds. For everyone above that, your firm's per-fund cost on your current software is recoverable.

Tap the link. Tell us how many SMSF funds your firm runs and your current software. We'll email a free per-fund cost comparison within 24 hours, with a SuperMate workflow walkthrough booked at your firm's pace if you want it.

CTA OVERLAY: Get the free per-fund cost comparison
END FRAME: SuperConcepts - Chosen by BDO Australia and First Financial in 2024. SuperMate.

Ad 6: "Tuesday Night, 9:47pm, Reconciling Statements" →

You set up your SMSF to control your super.

You did not set it up to spend Tuesday nights at the kitchen table reconciling bank statements with a calculator.

There's a way to keep the control and give back the Tuesday night.

Every SMSF on SuperConcepts gets a dedicated Client Service Manager - one person, one fund, your name in their inbox. More than 260 automated feeds, so transactions land without you. Three tiers - Starter, Essentials, Expert - based on how complex your fund is.

ISO 27001 certified. 40-plus years administering Australian SMSFs. AFSL 291195.

Not for trustees with under $300K. Above that, your evenings are recoverable.

Tap the link. Tell us your fund size and how many investments you hold. We'll email a free fund-complexity scorecard within 24 hours showing which tier fits and what your evening looks like with us. No call unless you ask.

CTA OVERLAY: Get the free fund-complexity scorecard
END FRAME: SuperConcepts - Your SMSF. Your Tuesday nights back.

Ad 7: "If You Have An SMSF, You Already Know The Test" →

If you have an SMSF, you already know the test.

Something goes wrong. You ring your administrator. Do you get a person who knows your fund - or do you get a queue?

If the answer's the queue, here's what one person, one fund actually looks like.

Every fund on SuperConcepts has a dedicated Client Service Manager. One person. One fund. They know your fund, your investments, your trustees, your contribution position. They pick up the phone, reply to your email, and know the answer because they know your fund.

Backed by the same SMSF specialists who run the University of Adelaide certified SMSF Specialist Course - so when something complex hits, a transfer balance cap movement, an LRBA, a Division 293 issue, the answer is one call.

ISO 27001 certified. AFSL 291195. 40-plus years.

Not for funds under $300K. Above that, you should not be on hold.

Tap the link. Tell us your current admin and fund size. We'll email a free response-time comparison within 24 hours - what their average response is, versus our CSM-per-fund standard. No call unless you ask.

CTA OVERLAY: Get the free response-time comparison
END FRAME: SuperConcepts - One CSM. One fund. Your name in their inbox.

Funnel Pages 2 custom pages

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View Landing Page↗

View Confirmation Page↗

Long-Form Explainer Video Script 1 complete script

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Offer: SuperConcepts SMSF Administration for High-Balance Trustees
Estimated length: 3 minutes 20 seconds (~700 words)

If your self-managed super fund balance is past one million dollars and heading toward three, the proposed Division 296 reform is about to change how your fund gets taxed on gains it has not even sold yet. Most SMSF administrators in this country are not set up to track what those rules will require, and the trustees who notice that gap last are going to pay the most for it.

This video is for one specific person. An Australian SMSF trustee with a balance over one million dollars, or a strategy that is pointing there inside the next five to ten years. If that is not you, this is not going to be useful. If it is you, give us three minutes.

Division 296 does something the Australian super system has never done before. It taxes notional gains. If your fund's assets go up in value during the year, even if you do not sell a single share, even if you do not crystallise a cent, the proposed tax is calculated on the paper gain above the three million dollar threshold.

Here is what that looks like in plain numbers. Take a fund sitting at four million dollars in total balance. In a good year the assets gain four hundred thousand dollars on paper. Under the proposed rules, the portion of that gain attributable to the balance above three million attracts the extra thirty per cent tax, and the fund pays it. The next year, the same assets lose three hundred thousand dollars. There is no cash refund. What the fund gets is a carry-forward credit, useful only against future Division 296 liability, assuming there is one. You paid real tax on a paper gain you never realised, and the loss the next year only partially offsets it.

That mechanic changes what your SMSF administration has to actually do. Reporting cycles, valuation timing on property and unlisted investments, and the questions you should be asking your administrator this financial year all shift, and they shift before the rules bed in and the first liability hits.

Here is what we see across the market. Most SMSF administrators still run on annual cycles. You hand over documents at the end of June, and twelve to fourteen months later a statement lands showing where your fund was on the previous thirtieth. Under Division 296 that lag is not workable. Knowing your total super balance in real time matters more than ever, not the financial year after next. Automated valuations have to run on every asset class the fund holds, including the awkward ones. And the administrator looking after you needs to be thinking about your Division 296 exposure as the year unfolds, not telling you what it was fourteen months after the fact.

If your current admin still emails you a PDF statement once a year, the honest answer to "where does my fund sit on Division 296 right now" is "nobody knows yet." That is the gap. Trustees who close it before the financial year ends keep control of their position. Those who do not are going to find out at exactly the moment they have no time to react.

SuperConcepts has been administering SMSFs in Australia for more than forty years. Our platform pulls automated data from over two hundred and sixty banks, brokers, and custodians, which means your fund's position updates as transactions clear, not after a quarterly statement arrives in the post. Every fund gets an online dashboard that shows current balance, contribution headroom, pension drawdowns, and real-time valuations on every asset the fund holds. A named Client Service Manager is assigned to each fund. That is one person who knows your situation and can tell you where you sit on Division 296 the same week you ask, not the same year.

For a high-balance fund the data sitting inside your administrator is sensitive. SuperConcepts is ISO 27001 certified, which is the same information security standard the banks operate under. This is not a startup figuring out high-balance compliance for the first time.

Click the button beneath this video and book a complimentary Division 296 readiness review. It is a thirty-minute phone or video call with a senior member of our SMSF team. On the call we will look at where your fund currently sits, what your Division 296 exposure will be under the proposed thresholds, and what is actually missing in your current administration setup that the new rules will require. You leave the call with a clear picture of your position, whether or not you ever become a client of ours. If we are not the right fit for your fund, we will tell you on the call.

Click the button beneath this video. It takes about ninety seconds to book the call. The conversation itself takes thirty minutes. Finding out the answers in fourteen months instead of this month is going to be considerably more expensive than that. We look forward to talking with you.

Confirmation Page Video Scripts 5 scripts

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Video 1: What we'll actually cover on your consultation →

Video 2: How automated data feeds change your SMSF visibility →

Video 3: Switching SMSF admin without the drama →

Video 4: What ISO 27001 means for your fund's data →

Video 5: A note from Andrew Row →

## Page layout recommendation

Place these videos on the confirmation page in the order shown above.

1. Video 1 (agenda framing) sits first as the full-width hero, directly below the booking confirmation. Reduces no-shows by clarifying exactly what the call is and isn't.
2. Video 2 (data feeds and dashboard) runs second as the concrete tech proof. Watching this is what makes the prospect think these people have actually built the platform they're talking about.
3. Video 3 (switching without drama) handles the loudest objection trustees raise in the PIO: that moving administrators mid-year will be painful.
4. Video 4 (ISO 27001) answers the security and credibility question before it surfaces on the call.
5. Video 5 (Andrew Row note) is the closer and institutional anchor. Watched last, it signals the new CEO chapter and sends the prospect into the call warm.

Suggested visual treatment: tile videos 2 through 5 as a card grid below the hero. Each card carries the title as the heading, the duration on a small chip, and a still frame as the thumbnail. Sentence case headings throughout. Teal primary (#0cbfb3), grey secondary (#717171), per brand tokens in the PIO.

## Production notes

- Record videos 1 to 4 in a single half-day session if possible. Same lighting, same audio levels, same wardrobe register (business attire, no logos on shirts).
- Record video 5 with Andrew Row in a separate session, slightly warmer lighting, plain SuperConcepts-branded office background.
- No background music across any of the five. The SuperConcepts voice is calm and credential-led, and music undercuts that.
- Use straight quotes in any on-screen text. Sentence case for any title cards.
- Captions: open captions burned in, sentence case, Australian English spelling throughout (adviser, organisation, administer, specialised, recognised).
- File names for delivery: `superconcepts_breakout_01_agenda.mp4` through `superconcepts_breakout_05_andrew_row.mp4`.

Pre-Appointment Email Sequence 5 emails

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Email 1: Booking confirmation + what to expect →

Subject: Your complimentary SuperConcepts consultation is confirmed
Preview: A short note on how we use the call and what to expect from our team.

SEND TIMING: Immediately after booking (transactional, within 5 minutes)

Thanks for booking a complimentary consultation with SuperConcepts.

Your call details:
Date / time placeholder
Call link placeholder
Calendar invite placeholder
A short word on how we use the call, because we'd rather you arrive knowing what to expect than spend the first ten minutes on introductions.

The conversation is run by a senior member of our SMSF team. We'll ask about your current setup, the reasons you're considering a change in administration or technical support, and any specific questions you've been sitting on. If your fund has anything unusual sitting inside it, that's the part of the conversation we find most useful.

If you'd like to send anything through before we speak, your most recent annual financial statements and a one-line note on what's prompting the review are enough. There is no formal pre-call form to complete.

A short background note in case it's useful. SuperConcepts has been administering self-managed super funds in Australia for more than 40 years. We are one of the largest SMSF administration providers in the market, with our own proprietary software (SuperMate), automated data feeds from over 260 banks and institutions, ISO 27001 certified information security, and ASIC RG146 listed education through our SMSF Specialist Course. The team you'll speak with handles SMSF administration day in, day out.

If something comes up and you need to reschedule, the link below moves your booking without going back through the form.
Reschedule link placeholder
We'll speak soon.

The SuperConcepts team

Email 2: Switching admin, what it actually looks like →

Subject: What switching SMSF administration actually involves
Preview: The transition timeline, the documents we handle, and where your involvement is needed.

SEND TIMING: Day 1 morning (next business day, 9am AEST)

A common question on these calls is also one of the most reasonable: what does moving administration to SuperConcepts actually involve, and how disruptive is it mid-year?

A short answer ahead of the call, so we can spend more of our time on your fund's specifics.

When you decide to move, our onboarding team handles the document request to your outgoing administrator. We reconcile opening balances against the prior year financials and load your fund into our administration platform and onto the dashboard. Most outgoing providers turn documents around in 10 to 15 business days. We chase them, not you.

Your Client Service Manager is assigned during onboarding, before the file work is complete, so the person you'll speak with day-to-day is the same person managing the transition. They confirm your fund's key dates (audit, tax return, pension payments where applicable), set up the data feeds across the 260+ institutions we connect to, and walk you through the online dashboard.

Most transitions take around four weeks for the back-office work. Your time involvement sits around two to four hours across that window, mostly review and sign-off. Funds don't miss contributions, pension payments, or compliance deadlines during the move. That's the part of the process the platform is built around.

If you'd like to walk through the specifics of your fund (or your book of funds, if you're an adviser or accountant) on the call, please bring a rough count and any concerns about timing. We've handled most variations.

The SuperConcepts team

Email 3: The dashboard and the data feeds →

Subject: Why we built the dashboard around real-time visibility
Preview: A short walkthrough of the SuperConcepts online dashboard and what it shows you day-to-day.

SEND TIMING: Day 2 morning (9am AEST)

One of the more common reasons trustees and advisers move admin is the wait. Annual financials arriving in October or November, no idea where the fund sits in the meantime, basic questions taking days to get answered.

A short note on how the SuperConcepts platform handles that, because it's likely to come up on our call.

The online dashboard shows your fund's position close to real-time, not at year-end. Member balances, investment positions, contribution and pension activity, recent transactions, the cash position, and any items waiting on your review sit in one place. You log in from any browser. If you're an adviser or accountant managing multiple funds, you see the book view as well as the per-fund detail.

The dashboard works because of the data feeds behind it. We have automated feeds from over 260 banks, brokers, and institutions across Australia, including the major bank cash management accounts (Macquarie CMA among them), share registries, and most platform providers. That means transactions land in the fund's records without manual data entry and without missed lines. The compliance and reporting work runs off accurate data from day one, which is the part most trustees underestimate the value of until they've had it for a while.

There's also a technical support line for the questions that don't fit a dashboard query. The standard administration service covers routine questions. Where a question tips over into formal technical work (an LRBA, a related-party transaction, a complex pension matter, an estate question), our SMSF technical consulting team handles those at $430 per hour. We tell you before any clock starts.

If you'd like a screen-share of the dashboard on our call, please mention it when we start and we'll walk through it live.

The SuperConcepts team

Email 4: Pricing tiers and what sits inside each →

Subject: How our three administration tiers work
Preview: Starter, Essentials, and Expert: what each tier includes and where most funds land.

SEND TIMING: Day 2 afternoon (3pm AEST)

A note on pricing, so you have a sense of the structure before our call rather than us walking through it cold.

SuperConcepts administration runs in three tiers (Starter, Essentials and Expert). The tier is set by the complexity of what's inside the fund, not by an arbitrary asset level.

Starter is for funds with straightforward assets. Cash, listed shares, managed funds, no property, no pensions in payment. It's the tier most trustees with a digital-first fund and a small handful of investments sit in.

Essentials covers funds with more moving parts. Direct property, an LRBA, pensions in payment, contribution strategies that need more attention, multiple member accounts at different phases. The bulk of established funds fall here.

Expert is the tier for sophisticated funds. Multiple properties, related-party arrangements, complex pension structures, in-specie work, estate planning intersections. Funds that need both administration and ongoing technical input across the year.

Each tier includes the dashboard, the automated data feeds, your Client Service Manager, annual accounts and tax, and an independent audit through our partner ASF Audits. The tier difference is the scope of the underlying work, not the level of service you receive from your contact.

Prices are not published on the website because tier fit is the conversation that determines the right number for your fund. We'll quote on the call once we understand the fund's profile. If price is the only factor in your decision, we'd rather flag that early than spend the call on it. If service quality, technology, and a national platform are what's prompting the review, the conversation is worth having.

The SuperConcepts team

Email 5: Day-of reminder and final prep →

Subject: Our call is in 2 hours, a quick agenda
Preview: Three things to have handy, plus the link and reschedule option.

SEND TIMING: Morning of the call (2 hours before scheduled time)

A short reminder that our consultation is at Time placeholder today.

Call link placeholder
Three things worth having open or to hand:

Your most recent annual financial statements, if you're a trustee. A rough count of funds and current administrator, if you're an adviser or accountant reviewing your administration setup. Any specific question (technical, operational, or pricing) you've been sitting on, ideally written down so we don't lose it in the flow of conversation.

The call is 30 minutes by default. If we need longer to do your fund justice, we'll book a follow-up rather than running over and pushing other commitments back.

If something has come up and today no longer works, the reschedule link will move the booking to a new time without losing the context we already have on file.
Reschedule link placeholder
We'll speak shortly.

The SuperConcepts team

General Email Marketing Sequence 7 emails

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Email 1: Welcome + what happens this week →

Subject: Welcome to SuperConcepts, here's what happens next
Preview: A note from your Client Service Manager, plus the first three things on our list.

SEND TIMING: Day 0, sent within 4 hours of onboarding paperwork being countersigned

Welcome to SuperConcepts.

This email goes out to every new client signed off as "The SuperConcepts team", but the person you'll be working with day-to-day is your Client Service Manager. Their name and direct line sit at the bottom of this email and inside your dashboard.

A short note on what's already happening behind the scenes.

We've begun the transition with your previous administrator (where applicable). Document requests went out the day your engagement letter was countersigned. Most outgoing administrators respond within 10 to 15 business days, and we'll keep you informed if anything stalls. You don't need to chase them. That's our job.

While we're waiting on those documents, three things will happen this week.

Your Client Service Manager will reach out to book a 30-minute orientation call. The agenda is straightforward: walk you through the dashboard, confirm your fund's key dates (audit, tax return, pension payments where applicable), and answer any questions you've been holding for the right person. That call is included in your fee.

You'll receive a separate email from our IT team with your dashboard login credentials. The dashboard is where your annual financials, audit reports, fund position, and trustee documents live. You can log in from any browser and pull a copy of anything you need.

If your fund is at a sensitive point in the year (pension commencement, a contribution near a cap, an in-specie transfer, anything time-bound), please reply to this email or flag it on the orientation call so we can prioritise. We'd rather hear about it now than discover it during the first quarter's reconciliation.

If anything is unclear at any point, replying to this email is the fastest route. It goes straight to your Client Service Manager.

We're glad to have you with us.

The SuperConcepts team
Client service manager name and direct line placeholder

Email 2: Dashboard walkthrough →

Subject: A quick tour of your SuperConcepts dashboard
Preview: Five-minute video walkthrough plus the three sections most clients use.

SEND TIMING: Day 2 (2 business days after Email 1)

By now your dashboard login should be active. If you haven't received the credentials, reply and we'll resend.

Three areas in the dashboard cover the bulk of what you'll use, with the rest of the menu sitting there for occasions you need it.

First is the fund position view. Member balances, investment holdings, the cash position, recent transactions, and contributions or pensions activity for the year-to-date all sit here. Most trustees check this once a quarter, which is roughly the right pace. Advisers and accountants tend to log in more often, particularly around contribution cap planning.

Second is the document library. Every set of financials, every audit report, every minute, and every signed trustee resolution we produce for your fund lives there permanently. You can download anything as a PDF. If your accountant or financial adviser needs a copy of something, you can either pull it yourself or grant them view-only access through the sharing settings.

Third is the work-in-progress view. This shows you exactly where your fund sits in our annual cycle: what we've completed, what we're currently working on, and what's coming up next. The view is updated as the work progresses, so the answer to "where are we up to" is always live.

A short video walkthrough is linked below. It runs about five minutes and covers the same ground in more detail.
Video link placeholder: dashboard walkthrough, 5 mins
The dashboard is not the only way to reach us. Some clients prefer phone, some prefer email, some prefer the dashboard messages. We work with all three. Use whichever fits your week.

The SuperConcepts team

Email 3: How data feeds work behind the scenes →

Subject: The 260+ data feeds working in your fund's background
Preview: How automated feeds from banks, brokers, and platforms keep your fund accurate day-to-day.

SEND TIMING: Week 2 (around 10 days after Email 1)

A short note on the part of our service that does its work quietly in the background: the automated data feeds.

SuperConcepts has direct feeds from more than 260 banks, brokers, share registries, and platform providers across Australia. That includes the major bank cash management accounts (Macquarie CMA, Commonwealth, NAB, Westpac), the main retail and wholesale platforms, and the share registries you'd expect to see in an Australian SMSF portfolio.

Two things this changes for your fund.

The first is accuracy. Transactions land in your fund's records on the day they occur, sourced directly from the institution. There's no manual data entry between your bank statement and the books, which means the kind of errors that show up at year-end (a missed dividend, a transposed amount, a transaction on the wrong side) don't get a chance to start. Your annual financials run off data that's been clean for twelve months, not data that's being reconciled in week three of July.

The second is visibility. Because the feeds are live, the dashboard shows the fund's position close to real-time rather than 14 months after year-end. If you want to know where the fund sits today, the answer is in front of you.

A short note on what to do if you spot a feed gap. The dashboard flags any account where the feed has stalled or where a transaction is sitting outside the reconciliation. Your Client Service Manager monitors this from our side, but if you notice something, replying to this email or pinging them through the dashboard messages is the fastest route. Most feed issues resolve within a business day. Issues that involve a new bank account or a change of broker take longer because the institution sets the timeline, and we'll keep you posted on those.

The SuperConcepts team

Email 4: SMSF technical consulting, when to use it →

Subject: The SMSF technical line, and when it's worth using
Preview: Our SMSF technical consulting service, what it covers, and how the $430/hour rate works.

SEND TIMING: Week 3

A short note on the part of our service that new clients consistently underuse in the first 6 to 12 months: the SMSF technical consulting team.

Here is what it is, in plain terms.

When something comes up that doesn't fit your fund's routine cycle (a contribution decision near a cap, a property purchase the fund is considering, a death benefit nomination that needs reviewing, an estate planning question, a related-party rent arrangement, an in-specie contribution, an LRBA on the table), you can engage our technical team for an answer from a senior SMSF technical expert.

Routine queries (when does my pension payment go out, what's my balance, has my tax return been lodged) are handled by your Client Service Manager and are included in your administration fee. Your Client Service Manager is the faster route for those because they have the file open.

Use the technical line for questions where the standard answer doesn't cover the situation. Where the question tips over into formal technical work or a written ruling, the rate is $430 per hour, billed in line with the time actually spent. We tell you the likely scope before any clock starts, and most matters resolve in 30 to 60 minutes rather than full-hour blocks.

One thing worth knowing. The technical line is most valuable when used early. A 15-minute call before a contribution is made is materially cheaper, both in fees and in tax outcomes, than a one-hour call after the contribution has gone through and we're working out how to unwind it. We'd rather you rang us at the consideration stage than the cleanup stage.

The contact details for the technical team sit inside your dashboard under the support section. Use them whenever a question genuinely doesn't feel routine.

The SuperConcepts team

Email 5: The annual cycle, twelve months mapped out →

Subject: Your fund's year with SuperConcepts, in twelve months
Preview: When financials run, when the audit lands, when reviews happen.

SEND TIMING: Week 6

You've been with us about six weeks. The dashboard is familiar, you've met your Client Service Manager, and the day-to-day rhythm is starting to settle. A useful next thing to share is what the rest of the year looks like.

Our annual cycle for most funds runs as follows.

July and August are when we begin year-end work for the June 30 balance date. That means reconciling investments, calculating member balances, drafting the financial statements, and preparing the income tax return. Your first contact from us in that window is a request for any documents we don't already have on file. Most documents come through the data feeds automatically. Anything that doesn't (property valuations, off-platform investments, holdings outside our 260+ feeds) we'll ask for directly.

Audit work happens immediately after the financials are signed off. Audits run through our partner ASF Audits, who are independent of SuperConcepts as the regulator requires. You'll see the auditor's name in your dashboard and the final audit report once it's complete. If the auditor raises any contraventions or qualifications, we walk you through them before the report is finalised.

Between October and January, we lodge the SMSF Annual Return on your behalf. The exact lodgement date depends on your fund's history and whether you have a registered tax agent in the chain. Your Client Service Manager will confirm yours.

Across the year, the dashboard work-in-progress view shows you exactly where your fund sits at any moment. There are also event-based reporting obligations (the TBAR for pension events, member contribution reporting) that we handle on your behalf within the regulator's required timeframes. Your involvement is review and sign-off, not chasing the work.

If your fund does anything unusual mid-cycle (a property purchase, an LRBA, a related-party transaction, an in-specie contribution, a member rolling out or in), your Client Service Manager handles that as it comes up, with our technical team available for the questions that need a senior SMSF technical expert.

That's the year. It runs to a predictable schedule and nothing should land as a surprise.

The SuperConcepts team

Email 6: For advisers and accountants, the SMSF Specialist Course and SuperMate →

Subject: SuperMate and the SMSF Specialist Course, a note for advisers and accountants
Preview: When SuperMate makes sense, and where the SMSF Specialist Course fits for adviser/accountant CPD.

SEND TIMING: Week 9 (segmented: only sent to clients flagged as advisers or accountants in the onboarding form; trustees receive a substitute "managing risk in your fund" piece)

This email is specifically for the advisers and accountants on our administration roster. If you're a trustee reading it because we got the segmentation wrong, please feel free to ignore. A more relevant piece will be in your inbox shortly.

Two complementary services worth knowing about.

The first is SuperMate, our SMSF software platform. SuperMate is the same platform we use internally to administer thousands of funds, made available to accounting firms running SMSF books in-house. The software was selected by BDO in Australia and First Financial in 2024 as their SMSF technology provider, which gives some external validation of where it sits in the market. SuperMate handles automated data feeds from the same 260+ institutions we use, one-click audit integration with ASF Audits, member balance tracking, transfer balance account reporting, and event-based reporting workflows. If your practice is at a point where the volume justifies an in-house tooling decision rather than outsourcing the admin to us, SuperMate is the path. Pricing is a monthly subscription set by firm size and module mix.

Second is the SMSF Specialist Course. Accredited by the University of Adelaide, listed on ASIC's RG146 Training Register, and conferring 25.5 CPD hours with both the SMSF Association and the FAAA. Pricing is $1,890 incl GST per participant, with the next cohort running in March 2026. Course material is the same technical content our SMSF technical experts use internally, opened up to advisers and accountants who want to build genuine SMSF specialist competence. Most participants come from advice firms or accounting practices where SMSFs are a material part of the client base.

A short note on fit. SuperMate makes sense when your SMSF book is large enough to justify in-house tooling. The SMSF Specialist Course makes sense when SMSF technical knowledge is part of your billable value to clients or when you're building toward an SMSF specialist designation. Plenty of our administration clients use neither and never need to, because the admin platform and Client Service Manager handle the day-to-day. That is a perfectly sensible position.

Course and software details sit on the website. Your Client Service Manager can route you to the right person if you'd like a conversation about either.

The SuperConcepts team

Email 7: Six-month check-in and how we measure ourselves →

Subject: Six months in, how are we doing?
Preview: A short note, one direct question, and a reminder of what's coming up.

SEND TIMING: Day 180 (approximately six months after onboarding)

You've been with us for about six months. A useful checkpoint.

This is the email where we ask you directly: how are we doing?

That's meant as a real question, not a rhetorical one. We track a handful of things internally (timeliness of work, query response times, audit clearance rates, dashboard uptime) but the one we can't measure from inside the building is whether the relationship feels the way you expected it to feel when you signed on. That is the question we'd like you to answer.

If something is working well, please tell us what it is so we can keep doing it. If something isn't, the same applies. Replies to this email go directly to your Client Service Manager and to our practice leadership. We've kept the format informal. A reply with whatever you'd like to say is enough, and there is no survey to fill in.

A short reminder on what's coming up.

Your first full annual cycle with us will run through the July to January window, with the timing set by your fund's profile and lodgement history. The year-end conversation gets booked by your Client Service Manager once the lodgement is settled.

In the meantime, if anything has come up that you've been sitting on (a question, a concern, a piece of feedback that hasn't found a natural moment) this is a good email to reply to.

Thank you for choosing SuperConcepts. Our 40+ years in this work were built on relationships that have stretched well past six months, and we'd like yours to be one of them.

The SuperConcepts team

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