SMSF Adviser of the Year

Category Description

This award recognises Australia’s top SMSF advice specialist, considering not only the delivery of best practice advice but also their aptitude and acumen to offer trusted, tailored and specialist advice that underpins business growth.

This is an individual award open to any independent or non-aligned financial adviser and is based on the period from 1 January 2016 to 31 December 2016.

NB: Applicant must appear on ASIC Financial Advisers Register.

Assessment Criteria
Submissions will be judged on their responses to the following:

  1. Highlight how you have structured your business and offering to service the needs of SMSF trustees.
  2. Demonstrate your tactics, strategies and success in generating business from this market segment – including conversion of existing clients, generating repeat and referred business or other marketing campaigns to win business. 
  3. Highlight innovation in your business and how that has impacted the growth of your SMSF advice capabilities. 
  4. Provide case studies or examples that showcase how you cater for the needs of trustees and how that influences business success.
  5. Evidence any financial or business metrics and/or statements with supporting documentation including audited statements, third party independent data reports or client/partner endorsements and testimonials. 

Business Metrics

Metric

2015 (calendar year)

2016 (calendar year)

 Total number of SMSFs serviced

 

 

 Total Funds Under Advice (FUA) ($)

 

 

 Percentage of revenue that is recurring (%)

 

 

 Percentage of total income generated on a fee-for-service  basis (%)

 

 

 Net Promoter Score (NPS) (optional)

 Recommended template for those who are looking to obtain a  NPS:  https://www.surveymonkey.com/mp/net-promoter-  score-survey-template/

 

 

NOTE: THIS IS AN INDIVIDUAL AWARD. All figures must reflect your individual activities and efforts, not those of your colleagues or advice firm.

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