Tag Archives: Boutique

SMSF outsourcing compromises client confidentiality

The outsourcing of self-managed super fund (SMSF) administration is compromising client confidentiality, a boutique SMSF administrator has said. Keep it Simple Super (KISS) have said that the offshoring of SMSF administration is becoming more common in the industry, creating ethical dilemmas for clients. “I think […]

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Financial planning boutiques move to outsource admin

Boutique financial planning practices can increase their efficiency and save money by moving their administration overseas, according to JC Consulting managing director Jason Cutrupi. Ninety-five per cent of JC Consulting’s administration work is carried out in Bangkok, Thailand, according to Cutrupi. “The key reason why […]

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