Powered by MOMENTUM MEDIA
subscribe to our newsletter

SMSF admin platform launched

Reporter
03 June 2013 — 1 minute read

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.

Advertisement
Advertisement

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.

SMSF admin platform launched
smsf logo
smsfadviser logo

Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Earn up to 21 CPD hours, and learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Learn more

join the discussion

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?

SUBSCRIBE TO THE
SMSF ADVISER BULLETIN

Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.