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.
Recommended for you
AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia.
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial reporting lodgement obligations.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.
