Concise Super | Category Archives: testimonialstestimonials Archives

Ven and Sushma

Sushma and I are very fortunate to have been looked after by Kerrie and Fab.

We were in complete shambles with years of superannuation tax returns pending and our accounts blocked by ATO when they took over.

Right from our first meeting, they have been extremely welcoming and made us feel like family. They quickly understood our situation and they turned around the audits fast.

They have very reasonable fixed pricing and user friendly document management which made our lives easier to understand.

Their super knowledge is amazing, and they always provide simple and practical solutions to resolve our issues.

They have guided us through each stage of the process and made sure our fund is compliant and were always a phone call away.

They are a godsend to us and an absolute pleasure to work with.

I highly recommend anyone looking for SMSF accountants to them without a second thought.

Ven and Sushma – SMSF Trustees

J and J Preston

“We have been extremely happy with all the work you have done for our super fund. The meetings are a good catch up to discuss future planning and the graphs and action points are very useful

If we know anyone looking for an accountant we would love to recommend you”.

J and J Preston, SMSF Trustees

The team at Concise Super have been absolutely amazing to deal with. The whole process of setting up a self managed super fund seemed incredibly difficult to us but thankfully Fab and Kerrie made the process extremely easy. When the time came to refinance an existing loan we have for a property that is through our super, things became very confusing and stressful. Concise Super helped us out through the whole process and went above and beyond what you would expect from an accountant. I would highly recommend Fab and Kerrie and it is a pleasure to deal with them each year at tax time.

Rebecca McDermott, SMSF Trustee

Phillip J

Thank you for all the assistance and clarification you have given to date. I had no idea it was going to be so involved, however you are now starting to make things easier for me. A great service! If any of my friends mention they have a SMSF I will be sure to recommend you.

~ Phillip J, SMSF Trustee

Michael and Fiona F

We appreciate all you help in completing our Superfund accounts.

You have an easy system to follow.

It was wonderful to have you both present to explain the super fund accounts in detail to us.

Well Done and we look forward to working with you again next year.

~ Michael & Fiona F, SMSF Trustees

Paul Graham

“We are constantly astounded by the great help from Concise Super and their willingness to go the extra mile. Given the complications that can come with SMSF administration we are so glad to know we have them on our side. I can’t recommend them highly enough.”

~ Paul Graham, Financial Planner at Link Wealth Group

Dorothy and Lukasz Wozniak

“We had a major issue with our self managed fund and had no idea how to resolve this. We were directed to Concise Super and initially we thought they probably were just another company that wanted to take our money and run. However we hired them to take care of the issue as we were impressed with their approach and impressed on how they delivered the work they did. They are the most dedicated couple in this field. Very respectful, honest, direct, and extremely organised. My husband and I were fully informed and they made sure that we understood every step of the way. If we had any questions they were always enthusiastic to assist with no hesitation. We highly recommended them and are very satisfied with the service they have provided us. Kerrie and Fab, we are extremely delighted that we have had the opportunity to have you assist us with our new Super.”

~ Thank you always Dorothy and Lukasz Wozniak, SMSF Trustees

Gerrard B

“I truly don’t know where to start. Perhaps a HUGE thank you to Kerrie and Fabio for all the tremendous work they have put in to sorting out my SMSF mess. Nothing was ever an issue for either of them. I was never spoken down to and their working solutions are mind blowing. Don’t doubt yourself with Concise Super, you will be more that pleasantly surprised.”

~ Gerrard B, SMSF Trustee

G. Sandonato

“My husband and I have been clients of Fabio and have no hesitation in recommending his services. He has assisted with setting up and running our self-managed superannuation fund, organising our annual auditing and completing our SMSF tax returns, and we have always been very satisfied with the results. We have been very impressed with the personalised and professional service and advice, the attention to detail and the willingness to answer all our questions. We look forward to a continued relationship with Fabio and Kerrie.”

~ G. Sandonato SMSF Trustee

Graham Haydar

“br Wellington and Concise Super have been working together since May 2013. We have found Fabio to be very knowledgeable in all aspects of superannuation legislation and compliance matters. Our team of accountants find it very easy dealing with Concise Super for all of our clients SMSF’s compliance matters.”

~ Graham Haydar, Director brWellington