Smarter Money Investments Administration Support Fee

Smarter Money Investments (SMI) will no longer facilitate the payment of administration support fees effective immediately. Where an adviser has provided comprehensive advice and is receiving an ongoing advice fee, these will continue.

Please note, the only way we can track and ensure the payment of ongoing advice fees is when the ongoing fee arrangement has been registered on XPlan.

Your continued support is valued and SMI will continue to be available to all of your clients.

For more information, please contact Luke Bouris or Cosimo Vallelonga on 0414 549 400 and 0402 895 072 respectively.