Plan B partners Heffron for SMSF services
Plan B Group Holdings has entered into a partnership with self-managed super fund (SMSF) service provider Heffron, enabling Plan B to provide SMSF services to its clients and advisers.
Plan B executive chairman Bryan Taylor said the partnership was a strategic fit for Plan B and its clients, as well as Heffron.
The service would provide clients with greater diversity and flexibility of investments, he said.
Heffron managing director Martin Heffron said both businesses shared the same fundamental values and client-focused philosophies, and added that the partnership would provide additional opportunities.
Recommended for you
Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group.
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions.
Unveiling its performance for the calendar year 2024, AMP has noted a “careful” investment in bitcoin futures proved beneficial for its superannuation members.
SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positive” returns.
