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Quill Group introduces cutting edge SMSF solution that breaks with tradition

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13 Jul

Quill Group introduces cutting edge SMSF solution that breaks with tradition

launch-admin Jul 13, 2017 0 1458
Financial advisors can take real super innovation to clients with unique business model

Brisbane, Australia, 18 April 2017 – Home-grown financial services firm Quill Group today announced its new cloud-based adviser portal, the first of its kind in Australia. Purposely built for financial advisers, the portal is a low cost, highly engaging alternative that helps improve efficiency and increase revenue for professionals by entirely managing their SMSF clients’ needs in one place.

Aimed primarily at smaller advice groups and independents, the adviser portal enables professionals to conduct business seamlessly through streamlined processes and is an extension of Quill Group’s Superfund Wholesale division. With complete automation, financial planners and licensed accountants can establish a new SMSF or transfer an existing SMSF onto the Superfund Wholesale technology platform, as well as manage the ongoing administration. The integrated solution also has the option of a low cost investment solution for clients as a substitute to institutionally backed investment products available in the market.

Kris Kitto, Director of Superfund Wholesale, said, “Financial advisers are always looking for ways to engage with clients – including millennials who might be looking to take control of their superannuation for the first time. Using technology, we’ve combined a low cost investment option and SMSF administration solution to give advisers an offering which can grow with their clients while automating many back office processes.”

In addition to its ease of use and ability to better connect advisers with clients, the portal provides daily updated reporting allowing advisers to log in to the backend of the service, and instantly obtain vital information with regards to their client’s financial position. This includes items such as tax position, balances, fund performance and various other monetary breakdowns that SMSF trustees and their advisers ordinarily would not see. Traditionally this information would be delivered six to nine months after the end of the financial year.

“This portal is an opportunity for advisers to enhance their engagement with their clients, while at the same time helping them to do their core work as relationship specialists. Bringing technological innovation to the SMSF space is important and we are excited to be at the forefront offering real differentiation with our adviser portal,” added Kitto.

The portal offers an innovative all-in-one solution for SMSF and portfolio administration, with an outlook to extend to legal and estate planning, as well as partnering with Elston – to provide an end-to-end ‘packaged’ solution for financial specialists.

About Quill Group
Established in Southport – Gold Coast, Australia in 2000, Quill Group offers a range of financial services including accounting, financial planning, insurance and superannuation support and advice to clients. The strength of Quill’s diverse and personalised service has grown with its expansion and the company now operates out of two offices located in Southport and Eight Mile Plains Brisbane, servicing clients from all over Australia. For more information, visit www.quillgroup.com.au.

Media Contact
Christine Kardashian
Launch Group
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Christine Kardashian, Group Account Director

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