SMSF Firm of the Year

OVERVIEW

The growth of the SMSF sector and the increasingly complex rules and regulations which govern the sector has fuelled the rise of a profession dedicated to the provision of SMSF advice, and as a result, businesses with specialist SMSF focuses have become common nationwide.

This award recognises the firm with a distinct SMSF focus, with staff and services dedicated to the provision of SMSF advice.

Specifically, alongside business metrics, it looks at how the firm has actively sought growth for its SMSF offerings and how it is ensuring that its clientele is receiving comprehensive, accurate and timely SMSF advice.

This award is a group award and is open to:

All firms in the accounting or SMSF industry which offered SMSF services throughout the 2017 calendar year. This award is based on activities between 1 January 2017 and 31 December 2017.

Please provide the following information:

PERSONAL AND COMPANY INFORMATION

Item Details
Full name
Phone
Email
State
Company name
(As it should appear on all marketing materials)


BUSINESS METRICS AND PERFORMANCE

Metric 2016 (if relevant) 2017 (Manadatory)
Total revenue (firm)
Total revenue for SMSF arm
Number of clients (firm)
Number of clients for SMSF arm
Percentage of recurring income for SMSF arm
Number of new clients (firm)
Number of new clients for SMSF arm


OPEN RESPONSES/QUALITATIVE CRITERIA

Please complete each question in 300 words or less (word counts must be strictly adhered to, please also attach any supporting documents (up to five only), files no larger than 200kB).

  1. How did you seek to find new SMSF clients in 2017?
  2. How have you maintained this client base during a period of significant reform?
  3. Outline how you ensure your SMSF knowledge is up to speed.
  4. How do you set yourself apart from your competitors?