SEARCH
Life insurer NEOS Life has appointed a trustee for its new insurance-only superannuation fund.
The trustee, Sargon, provides financial institutions and entrepreneurs with the trustee services, technology and infrastructure they need to successfully build and grow investment funds and financial products, according to a statement.
The company operates across Australia, New Zealand and Hong Kong.
Sargon will be the trustee of the NEOS Super Plan fund, providing advisers with a pay-by-super option for their clients’ life insurance policies.
NEOS Life managing director Brett Yardley said that being able to structure a client’s life insurance policy through superannuation is becoming increasingly important for financial advisers.
“Making life easier for advisers and their clients by delivering an outstanding experience is at the heart of everything we do. Choosing partners who help us achieve that objective is incredibly important,” Mr Yardley said.
“We’ve chosen to partner with Sargon because of their strong compliance culture. The services they provide also mean we have more time to focus on what matters to us; advisers and their clients.”
Superhero has banked $15 million as it moves towards making good on its ambitious plan to transform the future of investing and superannuati...
Mawson Infrastructure Group has inked a deal with Quinbrook Infrastructure Partners to launch Australia’s largest bitcoin mine in northe...
The restructure of IOOF following its acquisition of MLC will result in a name change to Insignia Financial. ...
Get notifications in real-time for staying up to date with content that matters to you.
Read More
