We are pleased to share some positive news! AMG Super has once again been awarded the highest rating by SelectingSuper achieving a AAA Quality Assessment for 2020.
We are proud to add this achievement to other awards and ratings including:
Distribution Team Insights
Our AMG distribution team has been reaching out to advisers and thought it would be useful to share some insights from their discussions thus far:
Majority of clients have adjusted well to virtual meetings and phone calls instead of meeting in person.
There has been an increase in contributions to AMG Super via off market transfers, as the current market conditions ease some previous CGT issues.
Similarly, some advisers are using the easing of previous CGT issues as an opportunity to move clients from previous platforms when the timing is right.
The current market volatility is providing an opportunity to engage with new clients and discuss the value of advice and the opportunities that can come with the current market conditions.
Members are looking for transparency in their investments and Super, which has been a strong talking point for advisers.
Maintaining a cash position in pension phase has been a good opportunity for advisers to discuss how this has allowed for pension payments to occur without the sell down of assets.
Advisers are looking at smaller SMSF accounts and assessing whether AMG Super is an exit strategy as account balances reduce in value.
If you would like to discuss any of the above or if there is anything you need assistance with, please contact your AMG BDM. While the way we are working may have changed, how we support our members and advisers has not.