SMSF accountants are looking to offer advisers access to client data online, according to the latest report from Investment Trends and OneVue.
One in five SMSF accountants currently offer their clients and advisers the option to access, review and action client data online, according to data from the OneVue/Investment Trends 2013 SMSF Accountant Report.
However, 23 per cent of SMSF accountants stated they wanted to offer this service in the next 12 months, and 47 per cent are considering this offering for the next few years.
“The report revealed that the perceived benefits of offering an online solution include greater administration efficiencies, accessibility and improved client interaction, as well as more timely information,” said OneVue’s head of strategy, sales and service, David Storm.
“For those not interested in providing such a solution, the main reasons were assurance of data security, cost and lack of client demand. However, one in four said they would reconsider if they were assured data was secure,” he added.
“One of the big pushes we’ve seen in the SMSF sector has certainly been around cloud-based computing solutions, particularly when it comes to administration efficiencies, greater accessibility and providing more timely information.”
SUBSCRIBE TO THE SMSF ADVISER BULLETIN
19 Jan 2017Gadens flags key focus areas for SMSFs in 2017By Katarina Taurian
19 Jan 2017Super changes spark more conservatism with SMSFsBy Staff Reporter
19 Jan 2017CPA launches new course with super focusBy Katarina Taurian
17 Jan 2017SMSFs cautioned on 2017 growth forecastsBy Katarina Taurian
17 Jan 2017Super reforms exposing unsuitable SMSFsBy Stephanie Deller
17 Jan 2017New SMSF rules tipped to force widespread tech upgradesBy Staff Reporter
- view all