2017 Annual Member Statements
In the coming weeks, members will be provided with their 2017 annual member statement.
The statement provides members with a summary of how their super performed over the 2016/2017 financial year, and in conjunction with our annual report, provides members with an overview of how AMG Super performed overall.
Our Annual Report will be available on our website from October 2017.
Building your client base
The coming months will see all Super Funds issue Members with their annual statement, which creates an opportune time to consider prospective clients and ask them: “What are you doing with your super?”.
By asking this simple question and offering an opportunity to review their current arrangements, it could provide you with new business opportunities. It could also help potential and existing clients take control and ownership of their Super.
With the material administration fee reduction recently implemented in May, it could also be an opportunity to contact prospective clients who you’ve previously spoken with. To aid in your discussions, we have a number of AMG Super email templates that can be accompanied by our marketing brochures. You can locate our marketing brochures at https://amgsuper.com.au/adviser/adviser-tools/marketing-material/
For access to our email templates or strategic assistance on how to build your business within super, please contact Terry Constable, our Senior Business Development Manager at firstname.lastname@example.org.
New managed funds have been added
Following further consultation with Advisers we have now expanded the range of Managed Funds available through the AMG Super platform.
The following Managed Funds have been added to the investment menu and are now available: