Andy Forbes

SuperMate® is delighted to announce that First Financial, a leading wealth management firm based in Melbourne specialising in financial planning and superannuation management services, has selected the upgraded SuperMate SMSF software platform.

This partnership enables First Financial to deliver a more streamlined and integrated solution to their SMSF clients. The enhanced version of SuperMate features a cutting-edge web interface and significantly improved process automation and time saving document transaction extraction.

“First Financial has chosen SuperMate because it provides significant productivity savings with transaction processing, workflow and the new document automation Data Hero® capability. The updated SuperMate also means we can onboard new client funds faster and more accurately than we thought possible,” said Dana Mihajlovic, Senior Manager, First Financial.

Significant investments in SuperMate include advancements in workflow efficiency, Advisor and Client View, Client Queries, Bank Account Verification for fraud prevention, and a wider array of integrations.

“SuperMate is the ideal partner for firms offering SMSF services at scale that seek a technology partner willing to integrate and enable the efficient delivery of positive client outcomes,” said Andy Forbes, Chief Technology Officer, SuperConcepts.

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Andy Forbes

SuperMate is pleased to announce an integration with Macquarie Bank’s Cash Management Account (CMA) that will streamline the SMSF establishment and bank account opening process.

This integration assists SMSF establishment with Macquarie CMA opening in SuperMate, eliminating the need for manual data entry and dual keying.

“SuperMate is known for its intuitive and user-friendly design, consistently setting the standard for SMSF software,” said Andy Forbes, Chief Technology Officer at SuperMate.” Account opening and automatic saving of account details in SuperMate will save valuable time for SMSF administrators, advisers, accountants, and their clients”.

SuperMate is focused on improving supply chain interactions for improved efficiency, recently announcing a one-click audit integration with ASF Audits.

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Paul Rafton

SuperMate is delighted to announce that BDO, one of the nation’s leading accounting and advisory firms, has selected the upgraded SuperMate SMSF software platform.

SuperMate enables BDO to offer clients a more efficient and integrated solution. The new version of SuperMate boasts a cutting-edge web interface, significantly improved process automation and artificial intelligence functionality across five hundred and eighty enhancements that streamline SMSF administration, since July 2023.

“Selecting SuperMate means that BDO can leverage the innovative platform to provide our clients with quality SMSF administration services,” said Paul Rafton, BDO Partner, Superannuation.

A significant investment has been made with new developments in SuperMate including workflow, Adviser and Client View, Client Queries, Bank Account Verification to help combat fraud and an expanded range of integrations.

“SuperMate holds circa 30% market share of SMSF providers lodging more than 500 funds with the ATO, we are the right choice for large firms offering SMSF services at scale.”

With a dedicated migration team, switching to SuperMate is a concierge experience ensuring a seamless adoption and transition from our competitors.

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