New Clearview wrap links to SMSFs
ClearView Wealth has launched new a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts that can link insurance cover in and out of superannuation - including self-managed super funds (SMSFs).
The WealthSolutions platform will be distributed by ClearView financial planners under the ClearView brand and will include managed funds, Australian Securities Exchange-listed securities and term deposits held in superannuation, pension or IDPS wrap accounts, according to ClearView.
Clearview said the investment menu will also offer seven ClearView-managed investment funds (Australian shares, international shares, emerging markets, international listed infrastructure, fixed interest, property and cash) and four ClearView-run model portfolios (moderate, balanced, growth and aggressive).
The release is accompanied by a new suite of life advice products and services called LifeSolutions, which will be sold by independent financial advisers and ClearView planners, and include life cover, total and permanent disability, trauma, income protection and business expenses cover.
Cover can also be purchased via a ClearView 'risk super' version called LifeSolutions Super.
It will feature the ability to link cover in and out of superannuation, including self-managed super funds. Premiums can be funded through annual rollovers from any superannuation fund including WealthSolutions super accounts, Clearview stated.
AUTHOR
Chris Kennedy
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