Matthew Rowe, CEO of SuperConcepts, said he believes in more Australians taking control of their superannuation through SMSFs.
“The SuperMate® software enables accountants and financial advisers to provide their clients a technology-enabled SMSF solution and partnering with The Principal’s Community is another step forward for our business in supporting this vision,” Rowe said.
Kon Costas, managing director of The Principals’ Community, said the firm supports its members through four key pillars: community, governance, scale and education.
“Our partnership with SuperConcepts adds to our value proposition and is a network and cultural fit for our members,” he said.
This announcement follows a series of impactful updates and enhancements since SuperConcepts’ acquisition from AMP in June 2023. Spearheaded by a hand-picked management team with deep SMSF experience, the revitalised SuperConcepts has prioritised improving technology-driven client outcomes.
SuperConcepts also signed integration agreements with ASF Audits and Macquarie Bank, the first automating the processing of audit information between the two companies and the second streamlining the opening of a cash management account with the bank.
Additionally, it entered into an enterprise service agreement with Equity Trustees to manage the accounts of SMSF and small APRA fund clients of Australian Executor Trustees, which was purchased by Equity Trustees in 2022.
