SMSF: How to implement an outsourcing solution
An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "SMSF: How to implement an outsourcing solution" was published on July 14, 2023 and runs 47 minutes.
July 14, 2023 ·47m · Wealth Management Podcast Network
Episode Description
AccSource founder and managing director Boobalan Madhavan joins the SMSF Adviser Show to discuss how advice and accounting firms can benefit from outsourcing.
Mr Madhavan explains the problems that outsourcing can help solve, as well as how to integrate it into your business while retaining buy-in from your current employees.
He also covers how to find an effective outsourcing solution and how to tell that a provider is right for your business.
Finally, Mr Madhavan highlights the legal obligations involved in integrating an outsourcing solution and how you install processes, standards and expectations for an offshore team.
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