Benefits for dealers

• Industry leading service for dealer groups and their advisers
• Leading edge superannuation tax reporting – crediting forward estimates of franking credits to client accounts
• Seamless transitions from super to pension
• Strong field support from Business Development Managers
• Strong expertise and experience in large-scale transitions
• Flexible and competitive fee structure
• Unique market position as a specialist platform, providing a vertically integrated relationship with our clients
• Significant investment in platform enhancements over the next few years will ensure ‘best of breed’ functionality and service