Associated Planners aligns with Total Super
Associated Planners Financial Servicesand Total Super have formed a self managed superannuation fund (SMSF) support alliance they say will strengthen their approach in the SMSF area.
A support package will be provided by Total Super to Associated Planners comprising two parts - an SMSF administration and compliance service, and an SMSF support service.
The packages and relationship between Associated Planners and Total Super are expected to lead to a combined approach between the two groups in relation to DIY administration and compliance, education and technical training.
Associated Planners says its access to Total Super's resources will enable the group to position itself as one of the leaders in the growth area of SMSFs.
Total Super says that it will be looking to establish more strategic alliances with other dealer groups in the near future.
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.