SMSF accountant satisfaction drivers revealed
Drivers of trustee satisfaction with SMSF accountants vary according to life stage, the latest industry paper has found.
“We wanted to identify what drives satisfaction with accountants across the life stages so we did statistical analysis to work out what elements really matter to pre-retiree and retiree clients, or which are being given the highest satisfaction ratings,” Investment Trends head of wealth management research Recep Peker told the Chartered Accountants Australia and New Zealand National SMSF Conference in Sydney today.