Your clients believe the best person to give them advice is you

CCH SME survey 2013

of SMEs agree that theiraccountant is their trustedadviser, not only for financial accounts but also for adviceon continued success and business growth.

82%

As an accountant,you are best placed in your

clients’ minds to providefinancial advice.

Your clients’ needs are changing.

So how big is the advice pool?

need adviceon retirement

20%

Investment Trends, April 2014 SMSF Accountant Presentation

28%

Investment Trends, April 2014 SMSF Accountant Presentation

need adviceon pension and estate planning

57% of SMSFs have advice gaps Investment Trends, April 2014 SMSF Accountant Presentation

Being in a position to offer highervalue added services will ensure

you are a vital part of yourclients’ advisory team.

Investment Trends, April 2014 SMSF Accountant Presentation

of SMSF clients would consider using theiraccountant for investment advice

48%

pay for adviceInvestment Trends, April 2014 SMSF Accountant Presentation

of clients would54%

Your clients arethe backbone ofyour business.

26% of SMSF clients who changed accountants went to another adviser with a broader range of services

Adviser A Adviser B

Investment Trends, April 2014 SMSF Accountant Presentation

Will you embrace thechange to grow your business

or risk losing a quarterof your clients?

At the end of the day, yourclients want advice from you.

2178

0/10

15

What is the valueof trust if you

don’t leverage it?