Instead has partnered with Complete Super Solutions to provide a fully
integrated and complete system and service for   Self-Managed
Superannuation Fund Administration.  This service is aimed specifically at
financial planners and accountants.


Complete Super Solution (CSS) specialise in Self Managed
Superannuation Fund compliance and ongoing administration for other
accountants and financial planners. The business is designed to provide a
white labeled service that is scalable to meet the needs of your business.
CSS provide a modular approach to service, so you can elect to take up
the complete end to end service, or just the components relevant to
you.  CSS staff are all accountants who work on managing the data
and ensuring that the data is of accounting quality when all the related
parties are viewing the reports

Using Instead,  Complete Super Solutions can provide online access to
the accountants, financial planners, auditors and the SMSF
trustees/members to view their SMSF related documents and their
portfolio data updated daily. Through the permissions set within Instead
you can control the types of documents that can be viewed by these
various parties. The standard ‘modular services’ provided by CSS include:

  • Annual financial reports
  • Income tax return
  • Annual audit
  • Statutory member records and reporting
  • Annual trustee meeting minutes
  • Member contributions reporting
  • Rollover or lump sum withdrawal documentation
  • Annual PAYG summaries as required
  • Online access to portfolio reports
  • Full mailing house facility including corporate actions notification (online
    access to all the documents via your website)
  • Daily reconciliation with all sale/purchase and other transactions
  • Update of portfolio data  in the case of corporate actions such as share
    buy-backs, share purchase plans, bonus issues etc.

Additional Services include,

  • Client Billing
  • SMSF establishment
  • Update of SMSF details with ASIC & ATO
  • Update of trust deed
  • Lodgement of quarterly BAS, IAS, PAYG instalment
  • Property management

Using Instead has provided CSS with many benefits including:

  • 28 day turn around to complete SMSF tax return, financial reports and
    audit, reducing the manual work by 50% and therefor lowing costs
    becoming a paperless SMSF administrator.
  • Auditor is able to perform his audit online compared to the traditional
    audit file method

To find out more about our services please refer to our website

or telephone 03 9520 2977