Top service providers awarded

SMSF Service Provider Awards 2022 - article image

The leading SMSF service providers have been named in the sector’s longest-running awards presented by selfmanagedsuper and research house CoreData.

Research house CoreData and selfmanagedsuper have capped off a decade of recognising leading SMSF service providers by announcing the winners of the SMSF Service Provider Awards for 2022 at an event in Sydney today.

The awards, now in their tenth year after being first presented in 2013, cover 16 categories related to investments and services available to SMSFs and highlight the leading sector providers, with some previous winners being recognised again alongside first-time winners.

AUSIEX won the Australian shares category for the second consecutive year, but its track record goes back four years to when the firm was previously part of CommSec before stepping out on its own in early 2021.

SMSF administrator Heffron continued its long run of success, having been named as the leading administrator for five consecutive years, a feat also accomplished by Accurium in the actuarial certificate provider category.

Other repeat winners from 2021 include Macquarie (fixed income, cash and term deposits), La Trobe Financial (residential property loans), BGL (SMSF accounting software) and Cleardocs (trust deed supplier).

First-time winners include HUB24 (investment platforms), Unison SMSF Audit (audit functions) and ClearBridge Investments (infrastructure), which enters the winner’s list under a new name having previously being named as winner in 2017 under its previous name of RARE Infrastructure.

CoreData consultant Grahame Evans said the awards were based on a survey conducted between July and September of 240 advisers and accountants who advise on and/or administer SMSFs, and the responses were based on a voting sample, so frequency of use and satisfaction determined the winners.

The awards were sponsored by La Trobe Financial and its Head of Client Partnerships for Real Estate Credit Suzanne Hemsworth said La Trobe Financial was proud of its long term support of the awards due to the way they recognise the best providers in the SMSF sector.

“These awards recognize the best in the industry, including best in practice and best in class, with the judging undertaken by both advisers and trustees, so they are very much democratic and representative of the market’s voice. This is simple but a critical difference from a lot of other awards which are pretty much self promotion,” Hemsworth said.

“La Trobe Financial has a very long history of supporting the adviser, trustee and SMSF market in Australia, and we are delighted to be given the opportunity to again partner with Benchmark Media [publisher of selfmanagedsuper] and CoreData both of whom do an excellent job in delivering these awards.”

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

The 2022 adviser-voted winners for the best SMSF service providers in their respective categories are:

Adviser category

Australian shares – AUSIEX

International shares – Vanguard

Fixed income – Macquarie

Administrator – Heffron

Commercial property – Macquarie

Residential property loan – La Trobe Financial

Investment platform – HUB24

Cash and term deposits – Macquarie

Insurance – AIA

Actuarial certification provider – Accurium

SMSF software – BGL Corporate Solutions

Audit function provider – Unison SMSF Audits

ETF provider – Vanguard

Listed investment company – Future Generation Investment Company Limited

Trust deed supplier – Cleardocs

Infrastructure – ClearBridge Investments

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