trophy, winners, SMSF Award

Winners reveal their secrets in securing a 2018 SMSF Award

The 2018 SMSF Awards winners have been revealed, and this year's winners have spoken to SMSF Adviser about the processes, strategies and tools they have used to secure best service their clients.

2018 SMSF Awards

Winners of 2018 SMSF Awards revealed

SMSF Adviser is pleased to present the winners of the 2018 SMSF Awards, recognising and rewarding excellence and client satisfaction amongst SMSF service providers.

Ron Lesh, BGL

“Many of our clients have been our clients for over 15 years. But most importantly, we listen to our clients. Our software uniquely provides instant feedback mechanisms for clients to tell us at all stages of the journey what they like and what they don’t like,”

SMSF software provider of the year 2018

Richard Smith, ASF Audits

“The introduction of the one-click audit is not just a function; it underpins everything we do. We put our clients first and offer them the ability to send all financial and fund information via software directly to us, making the audit process seamless and straightforward”

SMSF audit provider of the year 2018

Andy O'Meagher, Act2 Solutions

“The team is a small, personable, fun-loving and yet very professional team. We have made many good friends amongst our clients over the years but also maintain long-standing professional relationships with clients, some of whom we have never met.”

Actuarial certificate provider of the year 2018

Awards

SMSF Administrator

Winner: Keep It Simple Super

Highly commended: Intello

SMSF document provider

Winner: Topdocs

Highly commended: DBA Lawyers

Audit provider

Winner: ASF Audits

Highly commended: Evolv Super

Actuarial Certificate Provider

Winner: Act2 Solutions

Highly commended: Accurium

SMSF software provider

Winner: BGL

Highly commended: Class

ETF provider

Winner: Vanguard

Highly commended: State Street

Fixed income provider

Winner: Vanguard

Highly commended: Macquarie

Platform provider

Winner: CommSec Advisor Services & Netwealth

Highly commended: BT Wrap

Australian equities fund manager

Winner: Macquarie

Highly commended: Colonial First State

Global equities fund manager

Winner: Vanguard

Highly commended: Magellan

SMSF Insurance provider

Winner: BT

Highly commended: AIA

SMSF loan provider

Winner: St.George

Highly commended: Bank of Queensland

Cash & term deposit accounts

Winner: Macquarie

Highly commended: ING Direct

Cash & term deposit platforms

Winner: Australian Money Market

Highly commended: Cashwerkz

Criteria Highlights

SMSF Administrators

providers were recognised for their

Quality - timeliness, accuracy, detail

Delivery - speed, efficiency, communication

Pricing

SMSF document

providers were recognised for their

Quality - timeliness, accuracy, detail

Technical support

Streamlined processing

SMSF audit

providers were recognised for their

Quality - accuracy and detail

Technical feedback

Delivery - speed, efficiency, communication

Actuarial certificate

providers were recognised for their

Technical support

Streamlined processing - software links and integration

Delivery - speed, efficiency, communication

SMSF software

providers were recognised for their

Ease of use - navigation, interface, document management

Support availability

Pricing

ETF provider

providers were recognised for their

Reliability of return

Pricing

Quality of reports

Fixed income provider

providers were recognised for their

Reliability of return

Pricing

Quality of reports

Platform provider

providers were recognised for their

Useability - navigation, interface

Product availability

Technological capabilities

Australian equities fund manager

providers were recognised for their

Asset allocation

Pricing

Quality of reports

Global equities fund manager

providers were recognised for their

Reliability of returns

Pricing

Quality of reports

SMSF insurance provider

providers were recognised for their

Quality and range of policies

Ease of doing business

Pricing

SMSF loan provider

providers were recognised for their

Credit policy

Rates

Ease of dealing with

Cash and term deposit accounts

providers were recognised for their

Return

Flexibility

Ease of administration

Cash and term deposit platforms

providers were recognised for their

Return

Flexibility

Ease of administration