Giving SMSF clients the service and advice they need – the way they want to receive it
Clients want and expect to deal with their service providers in a range of ways. Our Guide is unique in the industry because it offers a blend of online and personalised contact that ensures clients get the level of advice and attention they need. They can “click-to-talk” to an SMSF advice specialist at any time in the process.
Our Guide doesn’t stop at licensing and appropriateness. It also constantly references the best and most up-to-date advice regarding SMSFs from ASIC and the ATO. It is then updated in line with any relevant changes – automatically. You can be confident of being compliant every time you or one of your clients uses the Ignition Wealth SMSF Service.
When SMSF appropriateness means saying ‘no’
Importantly, if our SMSF Solution finds your client should not consider setting up an SMSF right now, they have the opportunity to review the reasons and speak with an SMSF adviser. That includes about areas a client might want to address before considering an SMSF again.
Positioning you and your firm for a bigger, brighter future
Business models, regulation and legislation, technology, consumer expectations, demographics have all changed recently and will continue to do so, with deep ramifications for your business.
The Ignition Wealth SMSF Service will support your business both today and tomorrow. The service has been developed to form an integral part of the new, faster and more varied services that clients now expect.
The service is ideally suited to evolving business models and supports the next generation of clients looking for greater control, visibility and simplicity in managing their wealth. That includes lower cost online advice through to the complex face-to-face requirements of high net worth clients, and all points in between.