Creating and managing wealth for an SMSF client requires specialist understanding of products, markets and investment rules. SMSF Adviser brings you expert insight and high-level strategies so you can ensure the financial success of your SMSF clients.
Education and professional development is a fundamental component of providing your clients with quality advice, and standing out as a specialist in the market. SMSF Adviser brings you exclusive access to educational content to help you stay at the top of your game.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
SMSF Adviser also keeps professionals informed on what strategies cutting-edge businesses are using to keep ahead of the competition, including what technologies, marketing tools and HR strategies are getting the best results.
SMSF Adviser is pleased to present the winners of the 2018 SMSF Awards, recognising and rewarding excellence and client satisfaction amongst SMSF service providers.
Ron Lesh, BGL
“Many of our clients have been our clients for over 15 years. But most importantly, we listen to our clients. Our software uniquely provides instant feedback mechanisms for clients to tell us at all stages of the journey what they like and what they don’t like,”
“The introduction of the one-click audit is not just a function; it underpins everything we do. We put our clients first and offer them the ability to send all financial and fund information via software directly to us, making the audit process seamless and straightforward”
“The team is a small, personable, fun-loving and yet very professional team. We have made many good friends amongst our clients over the years but also maintain long-standing professional relationships with clients, some of whom we have never met.”