Financial Advisers
Secure compliant and efficient SMSF administration for your clients through Shape Super.
SMSF Administration That Supports Your Advice
At Shape Super, we partner with financial advisers to establish and manage SMSFs in a way that strengthens your client relationships. Whether you’re setting up new funds or transferring existing ones from another administrator, we ensure administration is efficient, compliant, and aligned with your advice proposition.
Why Partner with Shape Super?
When you outsource SMSF administration to us, you gain more than just efficiency, you gain peace of mind.
Local Expertise
All services delivered onshore within Australia.
Efficient
Transition existing SMSFs seamlessly with our transfer service.
Value for Money
Low-cost administration that leaves more room for advice.
Flexibility
Digital, Annual, Quarterly, or Ongoing options.
Customisable
Fully branded, co-badged reporting and turnkey solutions.
Scalable
No minimum number of jobs required.
How We Work with You
Our role is to be your silent partner we handle the administration so you can focus on advice and client outcomes.
- White-label solutions co-branded with your practice.
- SMSF establishment (corporate trustee, ABN/TFN, bank account setup, tax agent, audit).
- Smooth transfers from other administrators.
- Technical support to help you explain SMSF obligations to clients.
- Tailored, turnkey packages designed to fit your client base.
SMSF Services for Advisers
We prepare financial statements, arrange independent audits, and manage ATO and ASIC lodgments. Our goal is to reduce risk and keep every fund up to date with all regulatory requirements.
- New SMSF setup and establishment
- SMSF transfers from other administrators
- White-label, branded administration solutions
- Technical and compliance support
- Adviser Administration Packages
Simple Solutions for a Complex World
Our flexible packages are designed to suit a wide range of client needs, from cost-conscious accumulators to retirees requiring ongoing support.
Digital
- Low-cost online solution
- Fully automated data-feeds only
- Annual, quarterly, or monthly service
- Includes audit and tax return lodgment
- *From $899 + GST
Quarterly
- Quarterly reconciliation of fund bank records
- Great for pension funds
- Includes actuarial certificates and Centrelink schedules (if required)
- Includes audit and tax return lodgment
- *From $2,000 + GST
Annual
- Ideal for simple funds
- Includes audit and tax return lodgment
- *From $1,250 + GST
- Discounts for all-cash funds with low transactions
Ongoing
- Continuous reconciliation of fund bank records
- Ideal for active accumulators and retirees on the move
- Includes actuarial certificates and Centrelink schedules (if required)
- Includes audit and tax return lodgment
- *From $2,250 + GST
Partnership Pricing
Our pricing is transparent, tailored, and agreed upfront. Whether you need digital solutions or ongoing reconciliation, our Partnership Pricing model offers flexibility and additional savings.
Get into shape for bigger profits today.
Share your details with us, and we’ll provide a tailored, confidential quote. One of our specialists will be in touch promptly to discuss how we can support your SMSF needs.