Established in 2004, Super Advisor Pty Limited is an independent financial advisory practice headquartered in Wollongong, New South Wales. The firm specializes in providing independent expert advice and administration services for Self-Managed Superannuation Fund (SMSF) Trustees, Accountants, and Financial Advisers.
The team at Super Advisor holds memberships with the SMSF Association in a specialist advisory capacity, CPA Australia, and the Institute of Public Accountants. Their expertise in the SMSF industry is backed by extensive accounting experience, providing a strong foundation for working with SMSFs and their associated entities, including unit trusts, companies, family trusts, individuals, partnerships, and, most importantly, Trustees.
The problem
Super Advisor specialises in the administration and compliance of Self-Managed Superannuation Funds. Many of their clients are in the mature age bracket or retired and often do not have access to a scanner or printer.
This meant they were frequently chasing paper documents and experiencing delays due to postal services—especially when signatures were required from multiple people in different locations. The challenge was even greater when their retired clients were traveling and unable to access time-sensitive documents.
The solution
Their clients love using Annature because of the time it saves them. They can simply open their email and sign electronically, no matter where they are in the world.
For their staff, the switch to Annature has been a game-changer. They no longer need to print and scan documents or follow up with clients for signatures. The automatic reminder feature has also been an enormous time-saver.
The outcome
With the time saved, their staff can now focus on more productive tasks and provide even greater value to their clients.
Their clients also appreciate the time they’ve saved, along with the convenience of eliminating the hassle of printing, signing, and mailing paper documents.
