Our service experienceTechnical expertise
With legislation in the financial planning industry constantly changing, when it comes to providing quality advice, even the most experienced advisers need support to address some of the more complex and specialised clients needs. Securitor’s Technical Services Hotline provides direct access to our dedicated team of qualified experts – on hand to assist you with the research, the facts and the solution.
Whether it’s navigating the ever-changing landscape of superannuation law and how it applies to each of your clients, or advising on a complicated taxation scenario, our Technical Services team saves you time, delivering timely research and accurate information that add real value and depth to your client’s results in the following areas:
- Superannuation (including self-managed super funds)
- General taxation planning
- Retirement planning
- Social security
- Estate planning
Our Technical Services team also conducts regular training workshops as part of our PD Day programs, proactively covering current and future issues affecting our industry. Plus, additional tools such as ‘Technical Publications’ are available through AdviserNETgain – giving you useful facts at the click of a button.
