When working with financial advisers and accountants, we have 3 objectives:
To make you look good in front of your clients
To make information accessible to you and your clients
To make your business more efficient and profitable
We help 2 types of advisers and accountants:
How we can help you
New to SMSF's
Are you new to providing SMSF advice and SMSF services to your clients? Perhaps you recognise the benefits of SMSF's for your clients but you don't know where to start? We can show you the ABC's of SMSF's. Not just the technical rules - but also the processes you need to embed in your business to give your clients a great SMSF experience.
Seasoned SMSF campaigners
Do you have existing SMSF clients? How proud are you of the service you provide to them? Here are a few eays we can help you deliver a better service:
We can provide you and your client with the up to date financial position on their fund at any time. This helps you prepare for client reviews, answer client questions, and advise your client on contributions and pensions as the end of financial year approaches. Everything your clients see will feature your own branding.
We can make your SMSF operations more efficient, saving you time and money
We can help your clients set up bank/share trading accounts and we can liaise with share registries on their behalf. This makes their lives easier.
We can act as your clients' SMSF mail house so you don't need to chase up loads of documents.
We can show you how to build a more client centric SMSF offer so you can deliver better value to your clients.
Whichever camp you fall into, we are confident we can help you build a great SMSF offer for your clients.