Will you have direct contact with my clients? | SMSF Engine
SMSF Solutions for Accountants and Financial Planners
FAQ - About the Work / May 16, 2016

Will you have direct contact with my clients?

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It’s up to you. Generally no for the Daily service or the Annual administration. We only deal directly with you as we understand the importance of maintaining your client/accountant/adviser relationship. In sensitive cases where audits may be qualified either your practice or your client may request direct contact.

If you opt for the Daily Plus administration services, then we’ll be handling client contact as agreed in the administration contract, the communication will be limited to the function of administrating their fund.

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