The untapped opportunity in your existing client base

"New research has indicated that accountants are failing to realise their SMSF business targets and that the proportion of SMSF trustees using an accountant is declining. (SMSF Adviser)" ​ At a workshop with accountants in Melbourne last week, I ran an exercise on how to use our 'SMSF Design 2-minute Strategy Check' to help identify strategies and ...

Read moreThe untapped opportunity in your existing client base