Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Brighter Super adds indexed options in further support for advisers
The addition of two new indexed investment options by the $38 billion profit-to-member super fund Brighter Super follow its Adviser-Ready certification and Epic Retirement Tick and continue a deliberate decision to work with external financial advisers rather than compete with them.
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