Plan B partners Heffron for SMSF services
Plan B Group Holdings has entered into a partnership with self-managed super fund (SMSF) service provider Heffron, enabling Plan B to provide SMSF services to its clients and advisers.
Plan B executive chairman Bryan Taylor said the partnership was a strategic fit for Plan B and its clients, as well as Heffron.
The service would provide clients with greater diversity and flexibility of investments, he said.
Heffron managing director Martin Heffron said both businesses shared the same fundamental values and client-focused philosophies, and added that the partnership would provide additional opportunities.
AUTHOR
Chris Kennedy
Recommended for you
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players.
The ETF provider has flagged a number of developments as it formally enters the superannuation space through a major acquisition.
While all MySuper products successfully passed the latest performance test, trustee-directed products encountered difficulties.
Iress has appointed Insignia Financial’s former general manager of master trust and insurance products as its newest CEO of superannuation, who will take over from Paul Giles.
