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.
SUBSCRIBE TO THE IFA DAILY BULLETIN
News
- 20 Sep 2018Banned Perth adviser did not engage in dishonest conductBy James Mitchell
- 20 Sep 2018‘No advisers have been mistreated’: DalyBy James Mitchell
- 20 Sep 2018Beacon advisers held ‘ransom’ while IIOF money remains missingBy James Mitchell
- 19 Sep 2018Linchpin funded advice business in liquidationBy James Mitchell
- 20 Sep 2018Government beefs up ASIC capabilitiesBy Adrian Flores
- 20 Sep 2018Labor super gender gap proposals meet FSC approvalBy Adrian Flores
- view all
