Listed investment companies continue to be included in portfolios by SMSFs, which make up the large bulk, if not the majority, of the shareholders in these structures.

SMSF investors have always favoured direct investing, making allocations to managed funds unattractive for many. However, in the current low interest rate environment, new avenues to markets are being sought.

When it comes to adviser needs in the Australian shares space, CommSec Adviser Services general manager Eric Blewitt reveals the key demand and challenge this year has been efficiency.

Magellan’s distribution team has grown to 33 highly qualified and experienced professionals, comprising account managers, and marketing, and performance and reporting personnel.

The success of PIMCO’s fixed income investment opportunities has come from staying true-to-label in relation to what clients expect and delivering to these expectations consistently over time.

Appealing to SMSF advisers when it comes to infrastructure investments requires a high level of specialised knowledge and education.

With an objective to automate as much of the SMSF administration process as possible, Class won’t shy away from the additional and complex functionalities requested by accountants.

Constant engagement and online connectivity means expectations are increasing all the time when it comes to SMSF administration solutions, according to Heffron SMSF Solutions co-founder and head of customer Meg Heffron.

Topdocs director Michael Spakman attributes Topdocs’ win in the trust deed supplier category to the firm’s combination of automation, advice and training.