Industry Overview
Future of Financial Advice (FOFA)
Despite some protests on the details of the proposed FOFA reforms, Assistant Treasurer Bill Shorten said the changes, particularly the ban on 'conflicted remuneration', can only improve the planning industry's public image and encourage more Australians to get financial advice.
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Institute of Public Accountants (IPA)
Trynkett is pleased to announce that it has formed an alliance with the Institute of Professional Accountants to provide IPA members direct access to our range of services.
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Industry Funds
Our solutions support a wide range of industry funds within WealthMAP and Monitormysuper however, Industry fund reporting is not as transparent as retail funds when it comes to daily reporting of unitisation of data.
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Retail Funds
With over 14,000 investment types reported to us daily we hold one of the broadest range of Retail Funds accessible within the Australia market. Both WealthMAP and Monitormysuper can provide you with a clear and dynamic client engagement solution for your retail clients.
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Dealer Groups
As a Dealer group looking to add substantial benefits to your Advisers, the Trynkett range of solutions offers a point of difference unparalleled in the market place.
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Accountants
It is widely accepted that the bulk of accounting clients are those who do NOT understand the value of financial expertise that their accounting firm can offer, not only are they oblivious of the benefits available from an Accountant, but they react with some confusion to all matters relating to taxation and their personal finances.
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Advisers
The Adviser industry has always been at the forefront of innovation and change as they seek to obtain the very best result for their clients. Now an idea has come along that changes the game plan without changing the game and delivers extraordinary outcomes for all parties.
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