Newsletter Services for Accountants - Tailored SMSF Insights for Your Clients

Annual fee of $990 (including GST)

In today’s world of Artificial Intelligence (AI), we sometimes tend to forget the human touch of being in constant contact with our clients. We sometimes do not inform regularly of the changes happening in Self Managed Super Fund (SMSF) world and once the clients hear of these changes via other media channels, they blame their accountant for not being active and giving timely appropriate advice.

You as a professional practitioner to enhance your client relationships should be providing consistent monthly, insightful, and informative messages to your clients. This constant updating your clients will also generate new revenue assignments and referrals from your clients.

These monthly newsletter will be informing them wealth creating strategies such as purchasing property in SMSF, need to update deed, commence pensions, adding members and many other helpful hints and updating them constantly. Many clients will be sharing these newsletters and videos with their family and friends, thereby earning you new clientele.

Our solution for you for being in regular touch with your clients is a monthly newsletter ten times a year via an email, a video to the clients via your mobile phone with a web link platform (YouTube) will ensure your web presence and will equip you with the below deliverables:-

Deliverables

At the end of the each month (except December and January – 10 times) – you will receive the following from us relevant to the next month:

1) Monthly Newsletter (PDF file) with your logo (see samples below), designed specifically for accounting professionals with changes in SMSF, has expert-driven content will be consumed by your clients in text, video and via web. This email will also be sent to you in word format, with some space for you to add your content, should you feel the need for it. You must then distribute it to your clients.

2) Video with AI voiceover: the content of newsletter will be made into a video with your logo for banding purposes on the first scene and your contact details on the last scene. Younger and busy clients consume video content quicker and faster than boring text. This video link will be sent to you which you can imbed in your email to your client.

3) You Tube Channel: We will upload your monthly video on to your firms YouTube channel. This will not only give your firm a web presence on social media but create a digital footprint for your firm. You will also be able to share the video on other social media platforms of your firm like Instagram, tick tock, LinkedIn for more referral work.

Pricing - $990 for 10 future issues

Build Trust, educate clients, and demonstrate your firm's commitment to providing up-to-date information on superannuation, retirement planning, and wealth creation to all your clients.

Our Newsletter Service is available for an upfront annual fee of $990 (including GST) ready to distribute to your clients only. This flat fee covers 10 months of newsletters, fully customized, a video and to make and upload your You Tube Channel.

Set up of service included

We will initially discuss the look and feel of the newsletter which you will like (5 types available) and install your logo on your newsletter style. If you are not sure, you want this service, we recommend that you send out (one bonus - previous months) newsletter, which you test run with your clients and obtain their feedback, ensuring a seamless and professional experience from start to finish.

Why Choose Our Newsletter Service?

• Expert Content: Receive valuable, expert insights from one of the leading authorities in superannuation and wealth management, Mark Wilkinson.
• Convenient Delivery: You get a ready-to-send newsletter each month, giving you more time to focus on your clients and your practice.
• Customizable: Align the newsletter with your firm's branding, maintaining a professional and cohesive image for your clients. Plus a video with your own You Tube Channel.
• Fixed, Affordable Fee: With an all-inclusive annual fee of $990, you can plan and budget accordingly with no hidden costs.

Even if you gain one client because of you sending this newsletter to your existing client database, the small investment will pay for itself and you will have loyal clients thereby increasing your goodwill of your business.

How to Get Started

Getting started is easy! Simply Register Now on the website and order from the document manager for this service and a member of our team will contact you and coordinate and assist you in sending these newsletter out. Once payment is made, you’ll receive the first newsletter draft on the 25th of the each, ready for your distribution.