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Home News

SMSF firm partners with national accounting network

Infocus Wealth Management has entered into a referral relationship with a national accounting network.

by Reporter
February 7, 2017
in News
Reading Time: 1 min read
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The SMSF services provider entered into an exclusive referral arrangement with H&R Block which will see the accounting network refer any clients seeking wealth management services to financial advisers licensed by Infocus Group.

As part of the referral relationship, H&R Block will contact clients through a dedicated call centre and its accountants will also directly refer clients to Infocus.

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In the initial stages, H&R Block will directly contact 1,000 clients every week.

Infocus chief executive Rob Bristow said the referral relationship will enable Infocus financial advisers to grow their revenue, increase efficiency and manage risk in their business.

“Helping the extensive national network of H&R Block clients achieve their goals through quality financial advice offers Infocus Group advisers unique growth opportunities unavailable elsewhere across our industry,” Mr Bristow said.

Tags: News

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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