We don’t want your clients to feel that they are ‘just a number’ or ‘the next in line’. The level of our service far exceeds the administrative tasks we complete. When we say we go above and beyond and do anything within our power to assist clients, we mean it. If this means delivering a cheque by hand so that a property settlement is not delayed, or answering the phone on a weekend because we know a client is at a property auction, then that is what we do without hesitation. Your clients’ needs exist outside of the standard 9 to 5 so our service does as well.
We decided from the get-go that each client will have a dedicated, on-shore client experience manager who not only knows SMSF (all our client managers are RG146 certified) but who are personable, proactive and will always go that extra mile for your clients. We purposely hire client managers who have a nurturing personality and can-do attitude as we know they will always go the extra mile.
We know from experience that each client is very different – whilst we have efficient processes and we love and embrace our amazing cloud technology, in our experience some SMSF clients just need a helping hand with the ‘new world’ of SMSF administration. We give our client management team the freedom to get to know their clients so that we can model our processes around them.
Our team has over 50 years combined SMSF industry experience and technical knowledge. SMSFcentral’s value lies in providing a practical second opinion or, being the sounding board for you. We value your client’s investments as much as you do, so we’ll keep fine-tuning our technical knowledge to offer the best service.