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SMSF Awards: Showcasing SMSF Document and Global Equities Fund Manager winners
SMSF Adviser has announced the winner of the SMSF Document Provider of the Year along with the winner of the Global Equities Fund Manager category in this year’s SMSF Awards.
In the third round of category showcases for the 2021 SMSF Awards, SMSF Adviser can reveal that Topdocs has won the award for SMSF Document Provider of the Year, while Vanguard has won the Global Equities Fund Manager of the Year. Further showcases of the award winners will be announced across the week.
SMSF Awards 2021
It has been another changing year for the SMSF sector as it moves past the onset of the COVID-19 pandemic last year and the resulting economic downturn.
This year has been a time of change for many in the SMSF sector, as super contribution thresholds change and a new era begins for the industry with the implementation of the auditor independence standards.
Superannuation has also seen greater focus on retirement outcomes as highlighted in this year’s array of federal budget changes. Furthermore, the ATO and the SMSF sector have continued to work tirelessly together to address some of the unforeseen issues arising from the current environment.
As always, SMSF professionals and their clients have relied heavily on SMSF service providers to guide them through this period of change. Partnering with firms that are adaptable and agile is critical at the moment and has a direct impact on the confidence and satisfaction of clients.
Now in its eighth year, the SMSF Awards recognises the excellence and innovation of the best-performing operators servicing SMSF professionals. The winners are based on a survey which was distributed to SMSF Adviser’s database of SMSF professionals. The results were collated and determined by an independent analyst.
SMSF DOCUMENT PROVIDER WINNER: Topdocs
Highly commended: DBA Lawyers
SMSF documentation has had a major shake-up since the onset of the COVID-19 pandemic, with changes to strategies to meet changing ATO compliance requiring various new updates to various types of documents. Documentation will be extremely important this year from a compliance point of view, so working with a trusted service provider is important for both SMSF professionals and their clients.
Michael Spakman, Director, Topdocs
Thank you to our amazing clients for supporting us to win this prestigious award for the fourth time!
Our team at Topdocs is constantly striving to make our client’s lives easier by utilising technology and service integration to streamline the way accountants and financial planners access quality legal documentation and advice, while at the same time providing protection through our legal practice reviews.
But importantly, we never waiver from our commitment to providing our clients with exceptional customer service, support and training.
We are excited to have just completed our 15th year in the legal documentation space and look forward to continuing to collaborate with our clients and the other fantastic SMSF service providers in our industry to continue to innovate and provide the best possible outcomes, service and support to our clients.
GLOBAL EQUITIES FUND MANAGER WINNER: Vanguard
Highly commended: Magellan
Global equities are an important asset class for many SMSF clients, particularly those looking to further diversify their portfolio. Finding quality investments with promising return growth can be extremely difficult in the global equities market, particularly in this highly volatile and uncertain period. Professional fund managers play an important role in helping SMSF advisers and their clients achieve this while minimising the risks in their portfolio.
Duncan Burns, Head of Vanguard’s Equity Index Group, Asia-Pacific
We are delighted to be recognised as SMSF Adviser’s Global Equities Fund Manager of the Year.
Vanguard’s mission is to provide investors with the best chance of investment success by offering low-cost, high-quality products that generate long-term returns. Our range of global equity offerings has continued to expand over time and now include not only our flagship broad-based index funds and ETFs, but also a range of active global equity in addition to our Ethically Conscious funds.
Global equities can be a great way to diversify concentrated SMSF portfolios, that have traditionally had significant home bias, by tapping into larger capital markets and global companies that have broad opportunities for earnings and growth. We continue to see a steady increase in investors, including many SMSFs, recognising the value of diversification that global equities offer. For example, international shares ETFs on the whole attracted approximately A$7.3 billion in cash flow in 2020.
We have always advocated a broad, well-diversified portfolio as a great starting point for most investors, with holdings across and within all major asset classes — and we continue to strive to provide research and insights relevant to SMSF investors to assist with portfolio construction.
Tony Zhang
Tony Zhang is a journalist at Accountants Daily, which is the leading source of news, strategy and educational content for professionals working in the accounting sector.
Since joining the Momentum Media team in 2020, Tony has written for a range of its publications including Lawyers Weekly, Adviser Innovation, ifa and SMSF Adviser. He has been full-time on Accountants Daily since September 2021.
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