If you are a financial adviser, getting your business model and customer value proposition correct is one of the most important aspects of your business strategy. We find that advisers operate a range of business models. Common ones include advisors typically recommending that their clients' super should be invested into:
retail managed super funds
SMSF's which invest into managed funds using wraps
SMSF's which invest into listed securities using wraps
SMSF's which invest into managed funds
While these structures were no doubt put in place for a reason, they may incur significant unnecessary fees for your clients without delivering good returns. Often these tructures have evolved because they are promoted by institutions, fund managers and licensees who stand to benefit from them. At Lime Super, we can show you a better way. Contact us today to find out more.