The SMSF Service Provider Awards are designed to recognise the best service providers (including investment managers) as rated by SMSF trustees and SMSF-advising financial planners and accountants. The finalists and winners are decided using results from CoreData’s SMSF Service Provider Study 2021, which captured the feedback of more than 900 SMSF trustees, financial planners and accountants who advise on SMSFs.
SMSF Service Provider Awards 2021
The CoreData Self-Managed Super Fund (SMSF) Service Provider Awards was held on Thursday, the 19th of August 2021. The awards were presented by CoreData, selfmanagedsuper, and smstrusteenews and are proudly sponsored by La Trobe Financial.
CoreData, selfmanagedsuper, and smstrusteenews would like to congratulate all of this year’s winners.
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