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. 

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