Complete Super Solutions (CSS) provides outsourced SMSF administration services for accountants and financial planners using their proprietary software, Instead. CSS handles ongoing administration tasks, portfolio reporting, draft tax returns, and facilitates independent tax agents and auditing. Their modular services allow clients to select the needed tasks and provide a more efficient alternative to handling SMSF administration in-house.

1. A smart move
Outsource your SMSF
administration tasks

2. About Complete Super Solutions
Complete Super Solutions (CSS) provides a team of
experienced superannuation specialists and advanced
technology to assist accountants and financial planners
in the administration of their clients’ SMSFs.
CSS has developed a proprietary software solution called
Instead. Easily accessible through the cloud, Instead provides
all the functionality that is required to efficiently and cost
effectively manage even the most complex SMSF.
CSS provides a wide range of service modules. You have
the option to select the service modules to suit your client’s
circumstances and how you run your practice.
These service modules include:
• Ongoing Administration
• Portfolio Reporting
• Activity Pack (For Tax Agent)
• Draft Tax Return
• Pension Schedules
• Tax Agent
• Auditor
CSS can provide support for all the administration processes
required by an SMSF.
While our resources are capable of handling the
administration requirements of national groups of
accountants and financial planners, we continue to
provide prompt, personalised service for all our clients.
Why Partner with CSS?
1. A more efficient method of administration.
2. A competitive, flat service fee, that will enable you
to continue to make healthy profits from the service.
3. Our technology platform will significantly reduce the
amount of paperwork and improve the accuracy.
4. Achieve easy compliance through regular
reconciliation of funds.
5. We give you the freedom of choice in how you
use our services.
The perfect solution for Accountants
Financial Planners
The administration of a SMSF can be complex and varies
for each SMSF. At the very least, administration of these
funds is arduous and extremely time-consuming.
Stop to consider… wouldn’t it be better to outsource
these tasks?
CSS offers a flexible white label service where you continue
to provide the service and manage the relationship with
your clients, without incurring the staff, systems and
logistical costs. Not only is this alternative more efficient, it
still allows you to make healthy profits from the service.
By leveraging our experience and technology, you can
grow your SMSF Business.
Let our technology cut your SMSF administration costs

3. New SMSF establishment or
Take-Over of existing SMSF
Alliance Partners utilise an online application form to
establish a SMSF or to facilitate Take-Over for an existing
fund. CSS prepare the relevant documents and send for
client signatures.
The documents prepared, for a new SMSF, will include:
• Establishment of an
Individual or Corporate
Trustee
• Relevant Trust Deeds
• Complying documents
(including minutes)
• ABN and TFN application
• Establishment of Cash
Management account
and stock broker account
(if applicable)
Ongoing Administration
CSS provides an accurate and efficient ongoing administration
service provided to SMSF or investment clients.
This option includes:
• Acting as the mail house
(optional)
• Notification protocols
(corporate actions)
• Investment related
administration
• Dividend management
• Scan and document
management (online
access and email
redirection available)
• ATO / ASIC fee
management
• Cheque banking
(where required)
• Contribution notifications
and management
• Provision of trustee
minutes to support all
fund transactions during
the course of the year
• Activity pack facility
available for Tax Agent
at year end
Portfolio Administration
The CSS Portfolio Service is designed to provide
accountancy standard data, reconciled daily, for SMSF
trustees and investment clients.
• Portfolio reporting
retrieved via the cloud
based, web portal
• Multiple reports available
• Permission based access
• Customised access and
report structures
• White Labelling available
This service includes:
• Portfolio reconciliation
errors managed daily
• Data feed management
• Execution of corporate
actions (Xplan) on an
agreed frequency
• Management of wholesale
managed fund data
• Property
Draft Tax Returns Financial Reports
CSS can provide end of year tax return services for advisers
or as an outsourced solution to accountants.
This includes:
• Preparing income tax returns
• Preparing financial reports
• Preparing member statements
Independent Tax Agent Auditing
CSS has developed relationships with Independent Tax Agents
and SMSF Auditors. With our modular approach, we can
facilitate the completion of the lodgement and audit process.
However, if our Alliance Partners have access to, or preferred
supplier relationships, our online portal can be utilised to
provide access to key information (permission based). In
addition, Instead can electronically communicate with various
parties as required.
A modular solution...
Select the services you need

4. Complete Super Solutions Pty Ltd
Tel: 03 9520-2977 Fax: 03 9520-2988
Email: support@completesupersolutions.com
PO Box 2184, Prahran, VIC 3181
Level 1, 464 High Street, Prahran VIC 3181