What SuperGuardian does

SuperGuardian is an Australian specialist administrator of self-managed superannuation funds (SMSFs), founded in 2002 as an independently owned Chartered Accounting firm and headquartered in Adelaide with a regional office in Melbourne. The company administers 3,300+ SMSFs on behalf of three primary customer segments — financial advisers, accounting practices, and individual trustees — providing a horizontally delivered service that encompasses SMSF establishment (trust deeds, TFN/ABN applications, corporate trustee formation), recurring monthly administration (transaction processing, monthly reconciliations, member-benefit tracking, compliance monitoring), specialist services (LRBA guidance, pension conversions, wind-ups, UK ROPS funds), and 24/7 client reporting. Pricing is published and transparent, ranging from $440 per individual-trustee setup to $1,370 per corporate-trustee setup, with monthly administration subscriptions starting at $227 (Standard) and $252 (Flexible for complex assets including foreign listed investments, unlisted managed funds, private companies, derivatives and cryptocurrency).

The technology backbone is the proprietary Hive collaboration platform, launched in 2022 and hosted on AWS with VPC isolation, WAF, load balancers, CloudFront, IAM-based access controls, MFA and blocked public storage. Hive integrates with Class (cloud SMSF administration and reporting software) for real-time daily data feeds and portfolio insights, and with Microsoft SharePoint for centralised document storage and version control. SuperGuardian is supported by partner integrations spanning Australian investment platforms (BT Panorama, Commsec, Hub24, Macquarie, Selfwealth, Shaw and Partners, Finclear, Equity&Super, Desktop Broker) and term deposit routing via Australian Money Market, with audits handled via ASF Audits and actuarial/education services via Accurium and SmarterSMSF.

The company holds an Australian Financial Services Licence (AFSL 485643), is a registered tax agent with the TPB, and operates to ISO 27001, SOC 2 Type II and NIST cybersecurity framework standards. Distribution is delivered through direct digital channels, channel partners (financial advisers and accounting practices, with volume discounts for the latter), and co-marketing relationships with the SMSF Association and Chartered Accountants Australia and New Zealand (CA ANZ). Acquisition is supported by an education hub of 78+ articles, monthly CPD-accredited webinars, and online tools including a Division 296 tax calculator. The firm is independently owned, with no disclosed venture or institutional investors, no funding rounds, no M&A activity, and employs between 101 and 250 people.

Name

SuperGuardian

Legal name

SuperGuardian Pty Ltd

Website

https://superguardian.com.au

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

101–250 employees

Short description

SuperGuardian is an Australian specialist SMSF administrator serving financial advisers, accounting practices, and individual trustees, providing recurring administration, setup, and compliance services supported by its proprietary Hive platform and integrations with Class and Microsoft SharePoint.

Ownership category

akta.pro rank

Product category

SMSF Administration Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

Keywords

• SMSF administration
• SMSF compliance
• Self-managed super funds
• SMSF establishment
• SMSF audit services

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. SMSF Administration Services: Recurring monthly subscription fees for ongoing SMSF administration services, including monthly reconciliations, transaction processing, member benefit tracking, compliance monitoring, 24/7 online reporting, dedicated Client Manager support, and fund mailhouse services.
2. SMSF Setup Fees: One-time fees for new SMSF establishments including trust deed preparation, fund establishment minutes and declaration, TFN & ABN applications, bank account establishment assistance, limited investment strategy forms, and corporate trustee establishment.
3. Flexible Administration Services: Higher-tier monthly administration for complex SMSFs with foreign listed investments, unlisted managed funds, private company, derivatives, options, warrants, artwork, and cryptocurrency assets.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

SuperGuardian provides specialist SMSF (self-managed super fund) administration, taxation and compliance services to financial advisers, accounting practices and trustees across Australia. Services span new SMSF establishment, monthly administration (Standard and Flexible tiers for complex asset classes), audit coordination, pension conversions, wind-up, UK ROPS administration, and dedicated Client Manager support, all delivered through the proprietary Hive collaboration platform.

Product overview

SuperGuardian is a single unified SMSF administration service with an integrated proprietary collaboration platform called Hive. The core offering comprises Standard Administration (for standard SMSFs on eligible platforms) and Flexible Administration (for complex SMSFs with alternative assets), supplemented by specialist services including LRBA guidance, pension conversions, wind-up services, and UK pension fund support. The Hive platform serves as the central digital workspace connecting advisers, accountants and trustees, while the Division 296 Tax Calculator and Online Reporting Portal provide additional client-facing tools. All services are delivered through dedicated Client Managers with Australian-based support.

Differentiator

Problem solved

Functional benefit

Brands

• Hive: SuperGuardian's proprietary digital collaboration platform designed to connect advisers, accountants and clients in a single, secure workspace to streamline SMSF administration and decision making. It centralises fund information, task management and secure document exchange.

Products and services

• SuperGuardian Core SMSF Administration Premium specialist SMSF administration service combining web-based technology with personal service, delivering administration, taxation and compliance for self-managed super funds to financial advisers, accounting practices and trustees.
• Hive by SuperGuardian Proprietary digital collaboration platform connecting advisers, accountants and clients in a single secure workspace, centralising fund information, task management and secure document exchange, with Class and Microsoft SharePoint integrations, real-time fund visibility and multi-factor authentication.
• SMSF Establishment Service New SMSF establishment service covering trust deed preparation, fund establishment minutes and declaration, TFN and ABN applications, bank account establishment assistance, limited investment strategy forms, and corporate trustee establishment (where applicable) with a 1-3 business day turnaround.
• Limited Recourse Borrowing Arrangement (LRBA) Services Expert guidance on SMSF property and asset financing through limited recourse borrowing arrangements, with dedicated instruction forms for both private and commercial lenders.
• Pension Conversion Services Pension establishment, consolidation and commutation services supporting SMSF members transitioning from accumulation to pension phase.
• SMSF Wind-up Services Complete SMSF closure service including member rollout support and instructional documentation for trustees closing their fund.
• SMSF Audit Services Independent SMSF audits by qualified SMSF auditors ensuring regulatory compliance, delivered in coordination with ASF Audits and bundled into SuperGuardian's administration packages.
• UK Pension Funds (ROPS) Services Establishment, administration and ongoing HMRC reporting for ROPS (Recognised Overseas Pension Schemes) funds, supporting clients transferring UK pensions into SMSF arrangements.
• Digital Forms Service Digital engagement and event-based SMSF forms covering terms and conditions, direct debit authority, financial services guide, pension establishment/consolidation/commutation forms, wind-up instruction forms, and LRBA instruction forms for private and commercial lenders.

Quantifiable outcome

• Reduce manual data entry by up to 80% with seamless integrations
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and flagship.

• ClasscoreTechnology or IntegrationClass is a leading Australian provider of cloud-based SMSF administration and reporting software. SuperGuardian leverages Class's technology via Class Super to deliver efficient, accurate administration and reporting services for its clients. Integration provides real-time data synchronisation and live reporting across connected platforms.
• ASF AuditscoreStrategic or Co-development PartnerASF Audits is an independent Australian firm specialising in ASIC-registered SMSF audit services. SuperGuardian liaises with ASF Audits to supply necessary documentation and support the SMSF audit process on behalf of its clients, ensuring regulatory requirements are met and audit workflows are efficient.
• AccuriumcoreStrategic or Co-development PartnerAccurium is a specialist SMSF actuarial and education provider supplying actuarial certificates, SMSF-focused compliance consulting, and professional education. SuperGuardian engages Accurium to obtain actuarial certificates, technical support, and SMSF-related expertise for delivering compliant, high-quality services.
• SmarterSMSFcoreStrategic or Co-development PartnerSmarterSMSF is an Australian SMSF specialist education and document solutions provider offering accredited CPD training, webinars, courses, and resources. SuperGuardian offers monthly free webinars with Smarter SMSF experts and utilises them for in-house training to upskill Client Managers.
• SMSF AssociationflagshipStrategic or Co-development PartnerThe peak professional body representing Australia's SMSF sector. SuperGuardian is a corporate sponsor with SMSF experts accredited as SMSF Specialist Advisors (SSA). Through this partnership, they stay connected to the latest regulatory and technical developments.
• Chartered Accountants Australia and New Zealand (CA ANZ)coreStrategic or Co-development PartnerThe peak professional accounting body representing over 140,000 Chartered Accountants across Australia and New Zealand. SuperGuardian experts hold advanced SMSF specialist recognition through CA ANZ specialist pathways, reflecting commitment to technical excellence.
• Microsoft SharePointcoreTechnology or IntegrationIntegration with Microsoft SharePoint for up-to-date SMSF reporting and centralised document storage with automatic version control. Used for key document management including trust deeds, meeting minutes, and historical financial statements.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• HUB24: HUB24 is a major Australian wealth-management platform offering SMSF-adjacent investment administration tools (and listed investment integration with SuperGuardian); a broad incumbent covering platforms and reporting where SuperGuardian provides complementary administration services.
• Netwealth: Netwealth is a leading Australian wealth platform and a SuperGuardian integration partner for listed investment access; broader-than-SMSF but overlapping in the adviser-served retirement-wealth administration space.

Direct peers

• SuperConcepts: SuperConcepts is a large-scale Australian SMSF administration specialist (part of the Insignia group) offering full-service SMSF administration, audit, and consulting—closely overlapping with SuperGuardian's end-to-end proposition and customer base of advisers and trustees.
• Bstar SMSF Administration: Bstar is a specialist Australian SMSF administration business serving accountants, advisers, and trustees with comparable ongoing administration and compliance services—positioned as a direct competitor at the SME/SMSF admin end of the market.
• Acis SMSF Administration: Acis is an Australian specialist SMSF administration, accounting, tax, and audit firm with comparable service tiers and similar adviser/accountant channel go-to-market, directly competing with SuperGuardian for the same niche customer base.
• McKinley Plowman: McKinley Plowman is an Australian chartered accounting firm specialising in SMSF administration, audit, and tax services for individual trustees and their advisers—a direct service-line peer with overlapping product breadth.
• Heffron Consulting: Heffron is one of Australia's longest-standing specialist SMSF administration, audit, and consulting firms, directly comparable to SuperGuardian's core service lines including establishment, compliance, LRBA, and pension phase services.

Others

• Class Software: Class is the dominant cloud SMSF administration software platform and SuperGuardian's key technology partner; they are also adjacent competitors because Class enables accountants and advisers to bring SMSF admin in-house—a primary substitute-as-supplier relationship for SuperGuardian's services.
• ASF Audits: ASF Audits is the independent ASIC-registered SMSF auditor SuperGuardian partners with for audit services—an ecosystem participant rather than a direct competitor, included because of its tight operational entanglement with SuperGuardian's workflow.

Emerging players

• Grow Super (Grow SMSF): Grow Super is a tech-first Australian SMSF administration platform targeting the same trustees, advisers, and accountants via digital onboarding and automated workflows—an emerging direct competitor reshaping expectations around price and UX in SuperGuardian's market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/superguardianpl

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SuperGuardian