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AUSIEX wins 2022 CoreData SMSF Service Provider Award

AUSIEX is honoured to be announced as winner of the CoreData SMSF Service Provider Awards for 2022 in the Adviser Category for Australian Shares, making it the fourth consecutive year and the eighth time since 2014 we have won the category award.

CoreData SMSF Service Provider Awards for 2022 in the Adviser Category

The Service Provider awards, now in their tenth year after being first presented in 2013, cover 16 categories related to investments and services available to SMSFs and highlight the leading sector providers.

According to Wealth Data1, funds in SMSFs under advice have risen in recent times, with average net assets of SMSFs under advice more than doubling from $22.8 million per adviser in Q1, 2019 to $52.75 million for Q1 2022. There are now over 600,000 SMSFs in Australia with more than 1.1 million members and close to $1 billion in SMSF funds according to the Australian Tax Office.

As Australia’s leading wholesale trading platform, we’re proud to serve this critical part of Australia’s investment advisory ecosystem. These achievements are only made possible through the continued support and close partnerships we have with our clients and the understanding we have of their needs, as highlighted in our latest whitepaper “SMSFs under advice”.

Read more about the awards and other nominees.

1 Wealth Data SMSF Statistics

Published: 21 October 2022