Accountable appoints new digital platform

Accountable Financial Solutions has appointed a new platform provider to deliver investment and superannuation product solutions for accountants in practice.

Staff Reporter -
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OneVue has been appointed as the platform provider.

Accountable executive director, Tony Zulli, said the appointment will help the firm to cater for the specific needs of its accountant client base.

“The majority of accountants in practice have never been authorised under a licence nor had any connection with a platform provider. Yet they are interested in having a discussion on how they can offer products and services that are relatively simple and easy to deliver to their clients," he said.

Accountable’s appointment of OneVue comes in the wake of the Investment Trends 2015 SMSF Accountant Report that found simplicity of use and good tax reporting facilities were the two most common factors sought by accountants when choosing a platform to manage SMSFs.

The Investment Trends survey, completed in April this year, found that from the 38,000 accountants in public practice, about 87 per cent are advising on SMSFs but only about 8 per cent currently hold AFSLs.

 

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