Grab a coffee, sit down and take a deep breath because we’ve got big news for you.
The internet is here to stay.
You’ve seen the stats so I will only highlight one: 80 per cent of Australian households are now online. And that figure is only going to grow.
While accountants are weighing up their licensing options, their clients may already be on the move, unwilling to wait for their accountant to provide them with a wider range of financial advice services.
From my conversations with our advisers, I know that they are very committed to their clients. They think about them and they review their files. They discuss financial strategies with colleagues as they relate to particular clients. They analyse their clients’ portfolios – both investment and risk. Overall, they keep their finger on the pulse.
An SMA or separately managed account is an operational investment service which integrates ongoing investment management and investment administration. This also enables investors to have one point of contact for all, or most, of their direct equities market investments.
No More Practice Education Pty Ltd
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