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 AIOFP is disappointed by the first tranche of the government’s QAR-related legislation and has called on Canberra to ...
Clients do not always start their journey with holistic advice from the outset, and super funds providing basic advice ...
The advice group has expanded its operations interstate with two acquisitions in Adelaide and one in Port Macquarie
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin
Comments powered by CComment