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Showing 1 - 6 of 6 results for "SMSF Accountant Report"

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... automation is a key issue for our current and future customers, as reflected in the recent Industry Trends SMSF Accountant Report," Class chief executive Andrew Russell said. "We aim to remove significant technical complexity and the use of time while ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... a strategy to make BT Panorama more accessible to accountants. According to the 2017 Investment Trends SMSF Accountant Report, two-thirds of accountants want better accounting/planning software integration and collaboration tools to make it easier to ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... want more information and education before recommending them to SMSF clients. The Investment Trends 2016 SMSF Accountant Report said only 1000 accountants have obtained either a full or limited Australian Financial Services Licence (AFSL) in the past ...

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
... drive new interest in managed funds from SMSF accountants, according to the OneVue/Investment Trends 2014 SMSF Accountant Report. 13% of survey respondents indicated they would start using mFund for their clients, while half of the group planned to increase ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... platforms with their self-managed super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate for SMSFs to use investment platforms due to costs and fees. However ...

Accountants on look-out for SMSF-expert advisers

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... advisers, according to a recent report by Investment Trends and OneVue. The OneVue/Investment Trends 2013 SMSF Accountant Report found that over the past year, 28% of accountants preferred to refer their SMSF clients to a single, trusted financial adviser ...
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