The free Link option attaching to our portal helps advisers to lower their operating costs.
Under our standard wholesale service, we receive little to no contact from the adviser’s trustee clients and vice versa. The adviser’s office is the central point for all communications. We have no problems with this and know that many advisers would have it no other way.
Some advisers, however, would prefer to have less involvement in this process particularly for
- very fee sensitive clients
- self-directed investment clients requiring primarily strategy and structural advice
- clients whose investments have a large component of non-data fed investments such as real estate
We already provide significant structural assistance via our unique SMSF Toolbox, incorporating our fund analysis tools and technical support. Our new portal allows advisers the option to reduce their workload further by allowing trustees the ability to tag documents to unmatched items or satisfy other general requirements. The adviser retains both visibility and control over all contact. If the adviser chooses, trustees may also access a full suite of online SMSF reports and fund document files.
There no additional cost for these options.
If you wish to discuss this further please contact David Busoli, firstname.lastname@example.org or 0499 778 584 or register as an Alliance Partner.