“SMSF advisers will be able to use a new assessment tool developed by Smarter SMSF to benchmark the areas in which they may need to improve if they plan on growing or specialising in this area of advice.”
Smarter SMSF chief executive Aaron Dunn said using eight metrics, including the number of SMSFs covered by advice, the range of SMSF services provided, how those services are charged and SMSF-related revenue, the tool can assess the current stage and areas of potential development for an SMSF business.
The tool was launched at the Accounting Business Expo in Sydney this year and Dunn said the tool was the result of survey work conducted by Smarter SMSF in late 2018 and had been validated using data from Class, BGL and the ATO.” … read the full article here
