Last night, the inaugural Australian Wealth Management Awards 2024, an initiative of Momentum Media’s wealth publishing network, encompassing Investor Daily, ifa, SMSF Adviser, Money Management, and Super Review were presented.
We were delighted to win the Best SMSF Advice Platform category.
Our offering has been the result of a great deal of work on the part of our team coupled with an equivalent level of constructive input from our many users who represent a cross section of the most successful SMSF advisers in the sector.
As a work in progress, our platform will continue to develop to meet the needs of advisers.
Accordingly, for our current adviser clients we will be releasing a new pension module on 1 June, just in time for yearly reviews, and a communication portal modification to give you greater control over the way in which we interact with you and your trustee clients going forward.
If you are an existing user who is not familiar with the all the helpful resources available to you, or a potential new user curious to discover how we can improve your SMSF offering, please reach out to Sarah Pressler (spressler@smsfalliance.com.au, 0459 296 197) or myself.
