For an increasing number of our clients, a Self Managed Super Fund (SMSF) offers substantial advantages in helping them plan for their retirement.
And as anyone who has had experience of an SMSF knows, there are many elements that need to be addressed in establishing and running a fund. These include administration, audit, documentation, investments, software, cash and term deposits, insurance and more.
At 5 Financial, we spend a lot of time researching different third party suppliers of these aspects to ensure we partner with reliable, high quality providers on behalf of our clients.
Our choices have been validated in having many of our suppliers among the 2016 SMSF Service Provider Award winners announced on 1 September.
In particular, we are delighted to see the following category winners:
• Cash and term deposits – Macquarie
• SMSF accounting software/administration – Class Super
• Trust deed supplier – Topdocs
• International shares – Magellan
• ETFs – iShares
For our clients with SMSFs, these names will be very familiar.
And we congratulate all the SMSF award winners on this recognition of excellence!
“We’re delighted that our own internal research identified these particular suppliers even before they became ‘winners’,” said Jason Petersen, 5 Financial’s Head of Wealth Management. “As a practice without any ownership ties to banks or institutions, we’re able to look widely throughout the market to find suppliers that best match our high standards and our clients’ individual requirements.”
Industry research specialist CoreData, in conjunction with selfmanagedsuper magazine, hosted the awards in Sydney.
You can read more in this article.
5 Financial offers a holistic, integrated financial advisory service. We consider the merits of a broad range of strategies (including SMSFs) when identifying the most appropriate pathway for each client.
If you’d like to know more, please book a free consultation with one of our experienced advisers who will be happy to discuss your particular circumstances and goals. Contact us today to get started.