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Leading service providers awarded

SMSF Service Provider 2021

selfmanagedsuper and research house CoreData have announced the winners of the SMSF Service Provider Awards 2021, presented during an online event today.

selfmanagedsuper and research house CoreData have announced the winners of the SMSF Service Provider Awards for 2021, which were presented during an online event today.

The winners in the awards – now in their ninth year – are drawn from 17 categories covering investments and services available to SMSFs, and represent the leading providers, according to financial advisers working within the sector today.

CoreData principal Andrew Inwood, who oversaw the collection and analysis of the adviser feedback, said during the awards presentation that service providers that were named as leaders usually had good processes in place, an ability to meet the need of advice practitioners or had become entrenched in the market due to a consistent provision of services over the years.

Inwood noted the COVID-19 pandemic had continued to put stress on the SMSF sector, but service providers had maintained their high levels of delivery during this period.

He said it was important to have the views of advice practitioners in the SMSF sector and the research behind the awards gave a good understanding of their opinions on service providers.

“The awards were based on a survey of 585 advisers and accountants, conducted in June and July, and this was a voting sample so it was frequency of use and satisfaction which drove the numbers,” he said.

Long-term awards sponsor La Trobe Financial echoed Inwood’s comments, with its director of client partnerships Lilian Chin saying: “It is important we support these awards as they recognise the best of the best in the industry.

“With the judging undertaken by advisers, these awards are truly demographic and representative of the market’s voice, and this is a simple and critical difference compared with other awards.”

This year’s award winners include some new names, including stock trading firm AUSIEX, formerly CommSec Adviser Services, which now operates independently of Commonwealth Bank of Australia, and listed investment company Global Value Fund Limited. Other names are more familiar and have been award winners in the past, including Heffron, Accurium, BGL, Macquarie Wrap and ASF Audits, which all were named as leading providers in their relevant sectors in 2020 as well.

selfmanagedsuper and CoreData congratulate all the winners for their high level of service provision in the past year.

The 2021 adviser-voted winners for the best SMSF service providers in their respective categories are:

Adviser category

Australian shares – AUSIEX

International shares – Macquarie

Fixed Income – Macquarie

Administrator – Heffron

Commercial property – Goodman

Residential property loan – La Trobe Financial

Investment platform – Macquarie Wrap

Cash and term deposits – Macquarie

Insurance – TAL

Actuarial certification provider – Accurium

SMSF software – BGL Corporate Solutions

Audit function provider – ASF Audits

ETF provider – BetaShares

Listed investment company – Global Value Fund Limited

Trust deed supplier – Cleardocs

Infrastructure – Macquarie

Innovator – La Trobe Financial

Trustee Awardees

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