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Putting together a referral partnership / by Mitchell Turner

By: Turner, Mitchell.
Series: Public Accountant.Publisher: Australia, Institute of Public Accountants Edition: April/May 2016.Description: 47-53, 7 pages.Subject(s): Self-managed superannuation funds (SMSF) | Business referrals | Accountants | Financial advisory services | AustraliaSummary: Explores how non licensed accountants can form a referral relationship with an Australian Financial Services (AFS) licensee to stay relevant in the SMSF sector. Lists the hallmarks of a good referral relationship and examines the two main referral models.
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Article Article Australia
Available CA011512
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Explores how non licensed accountants can form a referral relationship with an Australian Financial Services (AFS) licensee to stay relevant in the SMSF sector. Lists the hallmarks of a good referral relationship and examines the two main referral models.

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