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superannuation self managed superannuation funds

Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, SullivanRees has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).

SAN supports our practice in providing advice regarding:

The person at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice is:

Scott O’Neill – Authorised Representative No. 126 9672

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.

Click here to view our Financial Services Guide

SMSF

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.

SullivanRees (ABN 75 097 928 190) is a corporate Representative No. 126 9672 of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL No. 430062


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In addition to our normal services, we have a developed specialist knowledge and expertise in Self-Managed Superannuation Funds....

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Growing your business with referrals

Posted on August 7, 2020 by admin

‘Word-of-mouth’ referrals may seem like an outdated concept in today’s digital age of online reviews, but a few credible and positive opinions can still go a long way when it comes to attracting new clients. Customer referrals are never guaranteed, but here are a few methods you can use to increase the number of people who will remember and improve the chances of a client recommending your business to another.

Remind customers you exist
Maintain high levels of brand awareness and make sure your customers can easily remember your business and products. Use a mailing list database and keep in touch with your clients regularly through email or social media. Make sure to update your clients (personally whenever possible) when you have special offers and new products to keep them engaged with your business.

Join communities
From professional organisations to online community groups, getting involved in different activities will give you new contacts, boost your business profile and increase your brand awareness. For example, using community hashtags on your social media posts when promoting a product will direct interested audiences to your business. Simply remaining active in such community spaces can go a long way in indirectly advertising your products and services.

Exhibit at industry events
Industry-relevant exhibits and events are a good way to increase your business’ brand awareness and meet a lot of new potential customers at once. Being active at these kinds of events (through sponsorships or networking) will keep your name in front of your current customers as well.

Use testimonials
Similar to reviews, testimonials from your existing customers can help improve your brand’s reliability and encourage loyalty and trust with your new customers. The fact that a client allows you to use their name adds credibility and serves as another kind of referral.

Ask customers for feedback regularly
Constant improvement and clear communication is key to impressing clients and increasing the chances of referrals. By soliciting suggestions from your existing clients, responding to them personally, and providing high-quality service, you can let customers know that you care about them and want to meet their needs. Establishing such a caring relationship with your customers will improve your business’ reputation as well.

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