CATEGORIES


INDIVIDUAL AWARDS

Accountants are the traditional home of SMSF set-up, and ongoing taxation advice, for many SMSF investors and trustees.

This award recognises the accountant who has worked in the SMSF field who best serves their client base and is futurefocused to ensure the ongoing success of their practice

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Quality SMSF advice is no longer a peripheral service offering, but rather it is moving towards a dedicated profession in its own right.

This award recognises the most outstanding professional dedicated to the consistent provision of quality, robust SMSF advice.

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The audit function is a vital compliance and integrity check in Australia, yet is has arguably been one of the most disrupted segments in the last decade.

This award recognises an outstanding SMSF auditor who effectively drove revenue growth and shaped their firm’s success in the 2018 calendar year, while applying a high level of accuracy and detail to their work.

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Quality SMSF advice is no longer a peripheral service offering, but rather it is moving towards a dedicated profession within its own right.

This award recognises the most outstanding professional dedicated to the consistent provision of quality, robust SMSF advice.

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In a challenging time for SMSF investors seeking returns, advisers who are capable of securing solid returns that meet the risk profile of their clients is a crucial service offering.

This award recognises the adviser who actively pursues portfolio growth for their SMSF clients, while simultaneously ensuring their retirement assets are not compromised by any investment strategies.

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A dedicated and talented new generation is key to ensuring the number of Australians seeking advice continues to grow.

This award recognises the most outstanding professional providing SMSF services, encompassing both accounting-based services and advice who is new to the sector, and demonstrates a clear intention to continue and succeed.

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Office managers are often the backbone of a practice, playing a significant part in keeping the firm running smoothly and effectively.

This award recognises the best office manager in a firm that provides SMSF advice, who has demonstrated an outstanding commitment to their firm and its ongoing success.

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FIRM AWARDS

The audit function is one of the most vital compliance checks to ensure the integrity of the SMSF sector, yet it has been arguably one of the most disrupted segments in the last decade.

This award recognises an outstanding SMSF auditing firm, which actively sought to drive revenue growth while ensuring a high level of quality service for its clients.

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Relationships and customer service are integral to client retention and generating referrals, particularly where personal wealth is involved.

This award recognises the business/firm in the SMSF industry that has a defined focus on exemplary customer service for its clientele for the purpose of generating new business and maintaining recurring revenue.

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Achieving notable growth in an increasingly crowded marketplace has been a unique success story to the SMSF profession in recent years.

This award recognises the business/firm in the SMSF industry that demonstrated the most effective business growth during the 2018 calendar year, considering both organic and/or acquisitional growth strategies.

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The growth of the SMSF sector and the increasingly complex rules and regulations that govern the sector has fuelled the rise of a profession dedicated to the provision of SMSF advice and, as a result, businesses with specialist SMSF focuses have become common nationwide.

This award recognises the firm with SMSF services, with staff and services dedicated to servicing SMSF clients.

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Businesses in the SMSF sector are increasingly recognising the benefits of diversified service offerings to benefit their clients and future-proof their firms.

This award recognises the firm in the SMSF sector that most effectively diversified its service offering to improve client outcomes and increase its reach in the 2018 calendar year.
Specifically, the award recognises firms offering services complementary to SMSF advice such as accounting, broader financial advice services or mortgage and finance broking services.

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The Australian SMSF industry is ripe for start-ups and entrepreneurs right now, particularly given the new technological tools unique to this generation of professionals.

This award recognises the start-up firm that demonstrated the most effective business growth during the 2018 calendar year.

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Training and education providers play a significant role in providing the means by which SMSF practitioners can achieve their professional development imperatives.

This award recognises the training and education provider that is committed to providing quality training to SMSF advice professionals.

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