Close

The past decade has seen unprecedented levels of regulatory and technological disruption transforming the financial planning industry. We have seen the introduction of robo-adviser offerings, usermanaged wealth tools, the repeal of the accountants’ exemption, and a surge in offshoring work. This eBook takes you through how to transform you SMSF offering for the current digital landscape, and the future.

A GUIDE TO TRANSFORMING YOUR SMSF OFFERING FOR THE FUTURE

Topics covered

This eBook takes you through how to successfully and efficiently transform your SMSF offering for the future.

Scalable design

Tech + Human adviser

Integrating the right customer engagement and experience tools to focus on deeper connections with clients.

Through innovation and automation, advisers are able to utilise the zero touch SMSF admin approach.

Partnering choices

Overcoming the unique scaling challenges directly related to you, your business and your clients.

Trusting the right people to partner with - where you can receive support, utilise innovation and maintain data security.

SMSF admin

FILL IN THE FORM TO DOWNLOAD IT NOW

© Intello. All Rights Reserved.