Adviser Update

AMG Super – Monthly Adviser Update

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 terry.constable@amgsuper.com.au.

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:

Managed Fund APIR Code
PIMCO Income Fund ETL0458AU
Platinum European Fund – C Class PLA0001AU
Platinum International Health Care Fund – C Class PLA0005AU
PM Capital Enhanced Yield Fund PMC0103AU
Stewart Investors WS Worldwide Sustainability Fund (A) FSF1675AU
Wingate Global Equity Fund – Wholesale Units AUS0035AU

Getting control of your super is easy with AMG

Get in contact

PO Box 3528, Tingalpa DC, QLD 4173

1300 264 264

info@amgsuper.com.au