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AFR Smart Investor Award

//AFR Smart Investor Award

AFR Smart Investor Award has recently been ranked second in the Australian Financial Review’s Best SMSF Integrated Administration and Advice Providers. The article appeared in the AFR Smart Investor Magazine and we are most pleased that all of our hard work and commitment to providing the best possible SMSF solution to our clients is being recognised.

The 53 SMSF providers that were looked at were ranked on their ability to offer:

1. A comprehensive and affordable set-up service
2. A comprehensive and affordable administration service
3. Online systems that did not require trustees to spend a large amount of time entering data
4. Daily online reporting
5. Year-round compliance
6. Deed, service provider and asset flexibility

In addition to finishing second, was also the only provider out of the top 5 to offer service flexibility without any restrictions. This is reflective of our client first culture as we always endeavour to meet our client’s needs as opposed to simply opting for a service that suits our needs.

Paul Oliver, National Manager of also highlights in the article that for those clients looking for investment advice, we offer model portfolios that focus on “sectors and regions we expect to outperform over the long term”. A recent example of this was moving our clients into overseas investments through Exchange Traded Funds to take advantage of the falling Australian Dollar.

By |2017-07-07T12:16:44+00:00August 11th, 2015|Uncategorized|