The release is an “important step” for the product distributor, said Wealthtrac’s managing director and chief executive officer, Matthew Johnson.
“Our app will [provide] the latest SMSF news, access to SMSF education documents and will allow trustees to find their nearest adviser,” said Mr Johnson.
Mr Johnson also said Wealthtrac aims to develop products and services that focus on the relationship between clients and their advisers.
“Self-managed super is probably the most complex area of superannuation. Unfortunately, it is also where people seek the least advice but actually need the most help,” Mr Johnson said.
“We believe what will set qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution caps, related party transactions and other trustee responsibilities,” he added.
