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Financial planning businesses are increasingly outsourcing specific tasks and processes such as SMSF administration. Whether you love it or loathe it, it is becoming a prominent feature in business practices.Our outsourcing checklist provides some questions you need to ask yourself during the evaluation phase of your journey. These are designed to give you a proactive approach to outsourcing.

YOUR OUTSOURCING CHECKLIST

Topics covered

This eBook takes you through some important things to consider before choosing to outsource.

Tech and security

Defining terms

Understanding the difference between outsourcing and offshoring.

Making sure the provider has the expertise to take care of your affairs.

The people

The security measures, performance, quality of execution,and overall expertise of the company.

Understanding the dynamics of the people running the business.

Background Checks

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