SPAA calling on advisers

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The SMSF Professionals’ Association of Australia (SPAA) in conjunction with Macquarie are calling on financial advisers to help them.

The pair has just launched a new in-depth survey that seeks to understand how advisers, accountants, administrators, and stockbrokers currently structure their SMSF businesses.

The aim of the survey is to provide a current picture of the industry to identify the diverse range of business models in the sector.

The initiative is hoped to contribute to the ongoing development of the massively growing SMSF sector, which currently manages at least one third of all superannuation assets.

SPAA’s CEO Andrea Slattery said the survey provides a great opportunity for SMSF professionals to be involved with improving efficiencies and driving growth.

The findings of the survey are to be shared through a comprehensive report that will be launched at the SPAA state technical conferences in July.

As the popularity of SMSF continues to grow, understanding business models is a vital part of the landscape, said Macquarie’s banking and financial services group division director Sarah Penn.

SMSF’s are becoming an increasingly large part of many financial advice businesses and we know from our work in the industry that firms are approaching this in quite different ways,” she said. “Some businesses are developing hybrid models, while others are taking a more organic approach. Whatever path they choose, this survey aims to provide practical insights for the sector.

Completion of the survey takes about 15 minutes and will be kept strictly anonymous and confidential.

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