So its a new financial year. You have survived the busy period (well done) and taken a breather. Now it is time to plan for 2015.
I suggest you consider 3 simple client strategies at this time of year:
Of course all accountants are aware of these strategies. They key is that the earlier in the year they are implemented, the better off your clients will be. These 3 simple strategies all provide a good reason to get on the front foot and have a conversation with your clients. In a world that is becoming increasingly commoditised, relationships and proactive advice are the key things that will set you apart from your competition.
THIS ARTICLE WAS CORRECT AT THE TIME OF WRITING. SMSF RULES CHANGE OVER TIME AND THE ARTICLE MAY BE LESS RELEVANT IN THE FUTURE.
Greg Einfeld has over 20 years’ experience in the Australian Superannuation and Financial Services industry. He has MEc and MBA degrees, is a licensed financial adviser, a qualified actuary, and specialises in Self Managed Super Funds (SMSF’s). He regularly presents on a variety of SMSF topics including investment, tax, estate planning, pensions, administration and strategies.