SMSF Service Provider Awards

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.

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

2021 Trustee Choice Awardees

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