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SMSFs an adviser priority: survey

SMSFs an adviser priority: survey

Reporter
15 July 2013

Advisers see meeting the needs of SMSFs as a high priority, according to the 2013 Macquarie Adviser Services Cash Satisfaction Survey.

The survey attracted 270 responses from advisers and adviser support staff using Macquarie Cash Solutions, finding product features and online adviser services were among the top three drivers of adviser satisfaction.

In terms of product features, advisers identified meeting the needs of SMSFs as being “very important”.

Assessing its in-house offerings, Macquarie said the adviser satisfaction rating for meeting the needs of SMSF clients had increased from 8.4 out of 10 to 8.7 since the previous survey.

“SMSFs are a significant part of our client base and as the sector continues to grow, it is important that we deliver cash solutions that meet their needs,” said Macquarie Adviser Services head of cash products, Peter Forrest.

“Every SMSF trustee needs somewhere to hold their cash and requires a cash hub that helps them simplify super fund accounting, tax returns and end-of-year auditing.

“They also want flexibility to access funds and make payments, visibility of their account and security for their deposits,” he added.

SMSFs an adviser priority: survey
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