La Trobe Financial has announced that it has been judged by financial advisers nationally as the best SMSF provider in two award categories. The first award was for best Residential Property Loan and the second one was as the SMSF industry’s leading Innovator. La Trobe Financial was also a Finalist for – provider of Fixed Income offerings for SMSFs. These Awards are presented by Self-Managed Super, a finance publication led by Darin Tyson-Chan and the well-known research house Core Data.
The SMSF Awards, now in its ninth year, celebrate and acknowledge the leading providers of SMSF offerings, as assessed by financial advisers who specialise in the sector. The awards were based on a survey of 585 advisers and accountants, conducted between June and July this year. Core Data’s principal, Andrew Inwood, who oversaw the collection and analysis of the adviser feedback, identified that La Trobe Financial stood out for quality of service, product marketing, and in particular, the ability to efficiently and diligently process loans to SMSFs.
Inwood further commented during the awards that the COVID-19 pandemic had continued to put stress on the SMSF sector, but service providers like La Trobe Financial had maintained their high levels of delivery during these times.
La Trobe Financial’s Chief Lending Officer, Cory Bannister, stated “having launched our SMSF loan in 2012, and being one of the few lenders to continue offering this product consistently without interruption during this time, we have built a sizeable portfolio of what are really “super-prime” loans. We have used this experience to refine our policy and process, and are delighted to be recognised as the best provider for our SMSF Residential Loan.”
La Trobe Financial’s Deputy CEO and Chief Investment Officer Chris Andrews commented, “we are delighted to win this prestigious award as an SMSF Innovator. Our asset management business has long had a focus on consistent, low-volatility income and SMSFs have been consistently strong supporters of our offerings. This award is really a tribute to the efforts of our excellent investments team. When markets turned volatile in March and April last year, they leaned in – as they always do – and provided exceptional service to all of our investors.”