More and more accountants are forming close ties with SMSF advisers. Accountant preference to refer their clients to SMSF advisers have been steadily increasing, currently at 28% according to OneVue Investment Trends.
Merging current accounting and advisory practices are vital as this encourages a seamless process from SMSF advice to auditing, creating a work environment conducive to customer retention.
Read more about this on the Financial Standard website.