In this latest Webinar of the Accountants Connection Free Webinar Series, Your Business First’s Darren Xerri is joined by Kerrie Salvatore from Concise Super, an accounting firm specialising in Self Managed Superannuation Funds (SMSF). They are a trusted outsourced solution for Accounting Firms providing SMSF administration, compliance and advice.
The team at Concise Super help Accounting Firms increase their capacity and fill the SMSF resource gap in their business.
In the last few years the Accounting industry has had to deal with RG146 regulations, superannuation legislation changes, like the $1.6 million cap rules, software providers moving to cloud, technology and fee pressures, outsourcing options, cybersecurity and clients using Google as their source of advice.
Kerrie and Fab, the Directors of Concise Super have each been Accountants for over 20 years+ and understand that the Sole Practitioner or small Accounting Practice don’t have the time, resources or capacity to do everything! They have found that Accountant’s that outsource client SMSF administration and compliance work are able to focus on the core expertise they provide to their clients, not stress when there is staff turnover and can take on more work without hesitation.
In this webinar, you will learn:
- Why outsource?
- What questions to ask an SMSF service provider.
- Benefits of outsourcing SMSFs.
- Common SMSF administration mistakes made by Trustees.
- Common mistakes made by Accountants.
This webinar is ideal for Firm owners that are:
- Considering outsourcing SMSF client work
- Apprehensive in providing SMSF services and as a result turn away work
- Frustrated with their current SMSF service provider
Are you looking to take the next step in the business cycle for your public accounting firm? Get in touch with Your Business First to assess your current position and look at ways to take your business to the next level. Give us a call today or email Darren.
Click here to view more webinars from this series.
