SuperB2B is a Chartered Accounting firm solely focussed on SMSF compliance for accounting and financial planning practices.

As Financial Planners and Accountants we struggled to identify a SMSF compliance solution that was right for us. We couldn’t find one, so we built our own, and SuperB2B was born. With over 10 years’ experience in the SMSF industry, we’re your trusted partner, working with you to deliver compliance solutions for your clients.

For Accountants

  • Wave goodbye to regular training costs and software updates
  • Keep up-to-date with the ever-changing superannuation laws
  • Get rapid access to expert help on complex SMSF issues
  • We handle your clients TBAR reporting requirements

For Advisers

  • Centralise your clients SMSF compliance solution
  • Save time on low value administrative paperwork
  • Your brand, your client – protect your client base
  • Ensure stress-free management of the entire compliance lifecycle with our 100 per cent cloud-based solution

Contact Us

How it works

We remove your compliance headaches with our collaborative white label solution.
Our fees are transparent, and your relationship remains with your clients.

Set up

Once we receive the prior year audited accounts,
we upload the SMSF historical details into Class Super. Where possible, data feeds are set up and our team keep transactions up to date (weekly).

Preparation

Once we receive all supporting documentation, we prepare the annual Financial Statements, Member Statements and Income Tax Return, plus any other required compliance obligations electronically. We provide you with a copy of these workpapers as part of our service.

Review

Once complete, we engage an independent auditor.
If any compliance matters arise, we respond to them on your behalf. We’ll also brief you so you can discuss them with your clients.

Completion

Once complete, you will receive a white-label PDF deliverable, consisting of all the necessary compliance documentation for the SMSF for the year.

Our Services

SMSF Establishment

  • New SMSF trust deeds*
  • New corporate trustee*
  • Investment Strategy*

Ongoing Service

  • Meet ongoing regulatory and compliance obligations
  • Regular communication of Fund status
  • Propose potential value adds
  • Real-time processing of the Fund’s transactions for the life of your client’s SMSF

Administration

  • Up-to-date reconciliation of transactions
  • Rollovers
  • Record and track contributions
  • Add/remove members
  • Pension Commencement Documentation*
  • LRBA Establishment*
  • SMSF wind up*

Compliance

  • Financial Statements
  • Income Tax Return
  • Member Statements
  • Trustee Minutes
  • Pension Minutes
  • Contribution Minutes

*These documents will only be provided on an ‘execution only’ basis. We do not provide financial advice.

About Us

Nick Day


SMSF Manager

Jeremy Swan CA


Director

Tom Naughtin CA

Director

Luke Naughtin FPA

Director

Allan Wise FPA

Director

Email us

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