CleverSuper has launched a new self-managed super fund (SMSF) administration platform, aiming to increase the uptake of advice by SMSF investors.
The platform seeks to deliver more client value to existing SMSF trustees by reducing costs, alleviating administration pressures, and providing access to “no-cost investment advice.”
The platform’s founder, Custom Wealth Solutions principal Chris Appleyard, said CleverSuper will reduce costs for the industry.
He added CleverSuper has been designed to add value for advisers looking after their client’s funds and investment strategies with opportunities for “higher level system access” into clients’ accounts.
“CleverSuper has been designed for Australians by the industry, for the industry. Our goal is to provide accessibility and choice for both trustees and their financial advisers,” Appleyard said.
“CleverSuper provides virtually unlimited investment choice in any category. Investors can link their SMSF account to any other financial provider and will have direct connection to banks and trading platforms, via our dedicated marketplace,” he added.
Labor’s stance on advice issues might be complicated, but if the current government fails to win a majority on the ...
Responding to an ASIC paper, the stockbrokers association has argued that the lack of advisers has impacted the ...
While the lead-up to the end of the financial year can be a whirlwind for financial advisers, two advice executives have ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin