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.
The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for ...
According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how ...
Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin