Accountants see value in established planner relationships

A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed.  

Over the last year, 28 per cent of accountants said they have a single trusted planner to refer their SMSF clients for investment advice, up from 22 per cent the year before, OneVue/ Investment Trends research showed.  

OneVue head of partner solutions Brett Marsh said in an increasingly integrated financial planning space, adviser/accountant cross-referral relationships are becoming vitally important for both parties.  

“With a number of mergers taking place between financial planning and accounting practices across the board, those that don’t offer an all-encompassing service for SMSF clients are seeing greater value in building alliances with trusted professionals in order to remain competitive.” 

The survey found 85 per cent of accountants fielded investment-related inquiries from SMSF clients. 

“We see that there is a growing importance being placed on adviser and accountant relationships and it is something that service providers need to support and make simpler going forward,” Marsh said. 




Recommended for you

Author

Comments

Add new comment