Western Australia $712,000 in fees
Established and highly regarded SMSF Administration Business of 19+ years. The practice has stable fees, well managed debtors and strong profitability. The client base is loyal with 64% of clients sourced directly - predominantly through word of mouth - and ongoing referral relationships with a number of accounting firms and financial advisors. (The largest referrer accounts for only c.13% of fees). The Principal is committed to a smooth transition to new ownership and is supported by a longstanding and capable team who have good client relationships.