Specialist self-managed super fund administrator SuperGuardian has partnered with fast-growing online broker Bell Direct to manage its integrated SMSF solution.
SuperGuardian will do the administration and reporting work on Bell Direct’s SMSF
funds, providing up-to-date compliance reports and portfolio performance information, available online daily.
Bell Direct CEO Arnie Selvarajah said the company has seen increased interest in SMSF
s from its clients over the past few years as they want to take complete control of their super savings and design their own portfolios.
“We are keen to attract more of the SMSF
market and in response to this demand we partnered with leading firms across the financial services industry to launch a complete SMSF
service, with investment opportunities across all asset classes.
“With a key focus on research and administration, we chose SuperGuardian to manage all administrative aspects of this offering as it offers a complete administration and compliance solution and makes investing easier for SMSF
SuperGuardian CEO Olivia Long said there is significant recent interest by financial institutions for SMSF
administration and developing white label products.
“I have no doubt this is partly due to the fact we are one of a few truly independent SMSF
administrators offering bespoke services with a partnership approach to building an SMSF
“Working for Bell Direct is exciting as a recent Investment Trends report states 81 per cent of SMSF
s have an online share trading account, and that it’s a critical base. For $1350 per annum SMSF
investors can now get their accounting, an audit and tax return done.”
SuperGuardian’s appointment to Bell Direct follows associated company Bell Potter’s transition of its SMSF
client base to SuperGuardian early last year.
Bell Direct is currently rated first in overall customer satisfaction by share traders in the December 2013 Investment Trends report on online broking.