Partnering with Financial Planners

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Partnering with Financial Planners

ISBN : 9780864607959
Publisher : Thomson Reuters
Author(s) :
Publication Date :
Overview Partnering with Financial Planners is written for accountants in practice who are seeking to provide financial services and broader solutions to their clients. One of the key considerations, addressed in this book, is how to engage with financial planners and other specialists to deliver a quality service and add further value to your clients. Financial planners too will gain an excellent insight into the world of accountancy and how best to collaborate with practitioners. Clients' needs are increasingly complex and the provision of broader financial services is becoming more important in achieving their objectives. Enormous synergies can be achieved when accountants and financial planners work alongside each other to assist these clients. As a consequence, there is much to be gained by understanding how to incorporate clients' other needs and develop successful collaborations within an already busy accounting practice. Given the Federal Government's recent announcement regarding a new limited Australian Financial Services Licence (AFSL) for accountants - where accountants will be permitted to deliver limited financial advice in areas such as superannuation, life insurance and simple managed investment schemes, the contents of this book are highly relevant. Whether providing in-house or external alliance services, accountants should consider how they should satisfy their clients' needs beyond standard advisory, tax, audit and accounting compliance services. Partnering with Financial Planners is an excellent publication which opens the door to providing extended services to your clients.

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