DIY kit proves a super concept
Super Concepts has launched an awareness campaign to encourage more people to consider the option of retirement savings plans, according to director Chris Wilson.
"The information kit we have produced is aimed at advisers and their clients to take an objective view of DIY superannuation," he says.
The information kit, which has been developed in conjunction with BT, Colonial First State and Mercantile Mutual, contains an updated version of Super Concepts DIY super book and an offer of a free a
Super Concepts has launched an awareness campaign to encourage more people to consider the option of retirement savings plans, according to director Chris Wilson.
"The information kit we have produced is aimed at advisers and their clients to take an objective view of DIY superannuation," he says.
The information kit, which has been developed in conjunction with BT, Colonial First State and Mercantile Mutual, contains an updated version of Super Concepts DIY super book and an offer of a free assessment to see if the recipient could create their own fund.
"Apart from an awareness campaign, it is also an educational exercise for DIY super," Wilson says.
If people take up the assessment offer, Wilson hopes it will lead to Super Con-cepts creating a DIY fund for the recipient and that some of their investment will go with the three fund managers.
The kit is being supported with an advertising campaign which is aimed at inves-tors with $100,000 or more tied up with the conventionally managed superannua-tion system.
Wilson says the campaign comes at a time when the big financial institutions are taking more interest in the DIY market and offering products tailored to that client-base.
Recommended for you
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
