Chan & Naylor partner with NowInfinity on SMSF solution
Accounting and wealth management firm, Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" self-managed superannuation fund (SMSF) solution.
In a joint announcement, the two companies said the partnership would allow Chan & Naylor to enhance its client service offerings and capabilities for the SMSF market.
Commenting on the arrangement, Chan & Naylor financial planning partner David Hasib said that as SMSFs became more popular, the continually changing myriad of industry rules and limited concession opportunities meant there was increasing responsibility being placed on accounting firms and financial planners to better control all stages of delivery, as well as increased customer-driven demand for up-to-date tailored and value driven solutions.
The announcement said that in addition to compliance management, the NowInfinity portal was a specialised and proven platform that was purpose built for accounting firms and financial planning practices wanting to grow their SMSF business to meet individual customer demand.
"Every Chan & Naylor client has different requirements [for] their SMSF, therefore, being able to provide a customised solution is important for the company's future commercial success," Hasib said.
As part of the commercial partnership, Chan & Naylor Joint Venture Partnership member firms nationwide will have access to NowInfinity's offering.
Originally published on SMSF Essentials.
AUTHOR
Staff Writer
Recommended for you
In his first move since the acquisition by Count, former Diverger managing director Nathan Jacobsen has taken up a new leadership role in the financial advice space.
Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports.
The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this balance.
From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession.
