SOLUTIONS
WHITE LABEL OPTIONS FOR YOUR BUSINESS
Whether your business chooses a light branding option or a complete white label with your own business model and content, we can accommodate.
ACCOUNTANTS
Helping clients manage their affairs and strengthen their asset protection and to take advantage of complex tax legislation is a primary role of accountants.
By owning and controlling the process, practitioners can ensure their clients avoid the pitfalls and can take advantage of the benefits of astute structural planning.
DEALER GROUPS
A dealer group has a responsibility to its advisers and clients to provide the very best services and products. In fact, it goes further than that, they have a statutory obligation.
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Dealer groups can engage their own solicitors to provide legal services or purchase the documents themselves as a wholesaler. In either case, the license and the authorised representative need to do do their research and ensure the products they provide are appropriate.
LAW PRACTICES
Law Practices have the know how and the care to maintain deeds and documents and ensure that the structures clients establish can take full advantage of the current laws.
The barrier to entry has been removed. With almost no capex requirement, law practices can both create their own online strategy and partner with other groups to build joint offerings.
SMSF ADMINISTRATORS
A branded documents solution gives your client comfort that they are working with a specialist administrator with multiple points of difference.
Deeds can be tailored or you can use the default documents, either way trustees will benefit from the Annual SMSF Update service ensuring all funds are operating on an up-to-date deed.
