The 7 things your SMSF clients are judging you on

Ever increasing complexity means most individuals can’t run their SMSFs without professional support. As the industry matures, it’s worth asking whether practices are adequately meeting the needs of SMSF members. What do these members value and how much of that value are SMSF practices delivering?

Improve value for your clients. Download our eBook “The 7 things your SMSF clients are judging you on”

In this eBook, we examine how members are looking for more than just auditing, reporting and compliance support. They value guidance at various stages of their SMSFs from setting up, to running their funds. They want proactive advice to help them optimise returns and build a sufficient nest egg for their retirement.

As regulatory requirements become more onerous and members worry about their investments, they want timely information about their funds. They also value relationships more as they navigate the increasingly complex SMSF arena.

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For Accountants

The official account of For Accountants, an online resource specifically designed for accountants in public practice.