The AMG team is excited to present a new way for you to keep up to date with new developments at AMG. Thanks to your support, AMG Super continues to grow and with these regular updates we hope to provide an even better service for you and your clients.
New AMG Product Brochure
We have developed a new customer focused brochure which you can use as a marketing tool for your clients. The brochure outlines how your clients can take control of their super by building a direct share portfolio within AMG. The brochure is available in two formats, one of which can be sent via email and the other is a hard copy fold out DL brochure. If you think that either of these brochures will be helpful in building your AMG client base please contact Alan Hegerty, General Manager- Distribution, on 07 3228 2676 or via email at firstname.lastname@example.org.
Making Insurance Easier
Any insurance cover held with other super funds can now be transferred into AMG automatically when an account is rolled over. We have worked with our insurer, Hanover Life Re, to expand our choice of fund transfer arrangement. Under the new arrangement it is now possible to transfer any insurance held within another super fund, regardless of whether it was part of an employer plan or personally underwritten. This will help make the New Member Process much easier and faster for your clients.
All the client needs to do is complete the new Choice of Fund Transfer Form and attach a recent statement from their existing fund showing the insurance cover. To download a copy of the form go to the Adviser Forms page.
AMG Wins Gold
In a recent edition of Your Money Magazine AMG Super was awarded a Gold Medal in the Retail Super Fund Category. AMG was chosen from all available public offer retail funds on the basis of our performance consistency over a range of time periods and different investment options. To make it to the Your Money Magazine top five list, a fund had to perform well over 3, 5, 7 and 10 years across a range of investment options including Australian shares, International shares, cash and balanced funds. Click here to read the full Press Release.
Jeff Charles joins the AMG Team
We are excited to welcome Jeff as AMG’s newest Senior Administrator. Specialising in insurance, Jeff will be responsible for handling all of your insurance needs and is your primary contact for any insurance queries. Jeff has worked in the finance and super industry for over 12 years and most recently was responsible for insurance underwriting and administration within Sunsuper. Before that he was with Bank of Queensland for 4 years as part of the business support group. He is looking forward to working with you all and we are pleased to welcome him to our team.
We would like to thank all of you who completed the recent adviser survey. Your feedback is very important to us and it will be used to inspire future product and service enhancements. This Adviser Update is the first in a series of new developments we will be implementing over the next 12 months. So watch this space!
It’s that time a year again and we will soon be sending out the annual statements to members. AMG Super is committed to quality and accuracy, as such we believe it is important to wait until all accounts have been reviewed, finalised and audited before we send out annual statements to members. In line with legislative standards we aim to have statements out to members in early November. We appreciate your support in letting your clients know this timeframe.
Remember if your clients are after an up to date account balance they can view one through online access on this website. If they need to sign up for online access all they need to do is send an email to email@example.com with their name, member number, date of birth and address and we will email them their login details.
AMG Contact List
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