Advisers who want to keep their clients will need to brush up on their SMSF advice, says AMP’s Peter Burgess.Mr Burgess told a financial adviser’s conference on the Gold Coast that SMSF clients needed different advice for each stage of their investment. He said some people would need advice about setting up an SMSF; some would need advice about administration; and some would need help with investment strategies. He said SMSF clients expected an “informed discussion”. A key to good advice was identifying what stage of superannuation the client was in.Mr Burgess said people who were considered as experts in SMSFs were also regarded as experts in superannuation.He said clients that did not get a reasonable level of expertise from financial advisers would walk away.Advisers who were not giving SMSF advice people close to retirement or entering retirement risked losing their client base.Source: http://www.smsfadviseronline.com.au/news/11918-smsf-advice-crucial-to-keeping-clients-says-burgess
Loans.com.au is independently owned, not controlled by the big banks. It means we can be agile in the marketplace to bring you the low interest rates, low fees, and flexible, full-featured loan products.
We are all clicks, no bricks. Having no branch network to maintain means making big savings that we can pass on to you, the customer, and deliver the best value, award-winning home loans.
And the accolades keep coming. We have been awarded five stars for outstanding value by Canstar, as well as 'best in class' style awards for Money Magazine and leading comparison website, Mozo.
Learn more about loans.com.au
Follow loans.com.au
Fill out the following details and we'll get in touch
Loading form please wait...
Sorry, something has gone wrong and we are unable to open the chat window.
We have your details, but feel free to try again later.
Close