Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
subscribe to our newsletter

Accountants looking to offer client data online

Reporter
16 January 2014 — 1 minute read

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.

Advertisement
Advertisement

“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.”

Accountants looking to offer client data online
smsf logo
smsfadviser logo
join the discussion

Latest poll

What is the best solution to improve access to SMSF advice?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.