By Greg Dennis CPA, Director When an adviser refers SMSF clients to an administrator, the administrator’s work becomes part of the adviser’s service whether anyone intends it or not. Late financials delay advice. Wrong member balances produce wrong recommendations. A compliance breach that should have been caught lands on the adviser’s desk as a client […]
READ MOREHow Financial Advisers Can Get More from Their SMSF Administrator
The relationship between an adviser and their SMSF administrator often matters most when funds become more complex. An SMSF administrator for financial advisers can play an important role in supporting smoother administration, stronger communication and better client outcomes, particularly where property, pensions or related entities are involved. In many cases, the relationship between adviser and […]
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