Advisers

Adviser Updates

Sign up to recieve regular emails to keep up to date with new developments at AMG Super


Why Use AMG Super


AMG Super provides advisers with the opportunity to create a portfolio of listed ASX shares to suit your clients current investment needs in the same way as a Self Managed Superannuation Fund (SMSF) without the burden of maintaining paperwork, trustee compliance and accounting procedures.

Through AMG Super your clients can take control of their superannuation and invest in a range of investments, including direct Shares, listed property trusts, hybrid and fixed interest securities listed on the ASX along with a range of wholesale managed funds and term deposits at a low cost.

The Features Which Make AMG Unique:

  • A separate HIN is created for each member allowing them to be CHESS sponsored by you as their Adviser

  • The ability to view clients cash trading accounts on your trading system and transact share trades on their behalf

  • The ability to fully participate in Corporate Actions

  • The ability to buy and sell shares on the same day

  • The ability to invest in vanilla style installment and self-funding warrants

  • Online access to clients accounts with daily updates of share prices

  • Non-residents are able to establish an account

  • The ability to accept off market transfer of shares as a contribution or rollover

  • Account based pensions are available

  • Full range of insurance cover can be provided - Death, TPD and Salary Continuance

  • Clients can automatically transfer any existing insurance cover inside super to AMG

Flexible Investment Rules

Unlike other providers AMG Super have very flexible investment rules, which are:

  • Any securities listed on the ASX (including income securities and vanilla instalment warrants) can be selected
  • 50% must be in the top ASX S&P 200, opportunities to invest the other 50% in smaller companies
  • No one stock must be larger than 25% of total holdings