MULTI SERVICE FIRM OF THE YEAR
Financial services firms are increasingly recognising the benefits of diversified service
offerings as far as securing long-term clients and future-proofing their firms goes.
This award recognises the firm in the SMSF and/or accounting industry that most effectively
diversified its service offering to increase total revenue in the 2016 calendar year.
Specifically, the award recognises firms offering services complementary to SMSF and
accounting advice, such as risk advice and legal services.
Based on business growth metrics as well as support and servicing, the award considers the
activities, strategies and actions of the firm in terms of driving increased revenue through
diversification within the business.
This award is a group award and is open to:

All firms in the accounting and/or SMSF industry. This award is based on activities
between 1 January 2016 and 31 December 2016.
NOTE: Business metrics and performance will account for 50 per cent of the judging
assessment; responses to open-ended questions will account for 50 per cent of the judging
assessment. Your firm may also be contacted as part of the assessment criteria for
corroboration and/or additional details.
Please provide the following information:
PERSONAL AND COMPANY INFORMATION
Item
Full name
Phone
Email
State
Company name (As it should appear
on all marketing materials)
Commencement date as full-time
employee with current employer
Professional/vocational qualifications
Details
Name of best contact at your firm for
verification
Email of best contact at your firm for
verification
Phone number of best contact at your
firm for verification
BUSINESS METRICS AND PERFORMANCE
Item
Total revenue
Number of clients
Number of new clients
2015
(If relevant)
2016
(Mandatory)
Number of offices
Total number of staff
OPEN RESPONSES/QUALITATIVE CRITERIA
Please complete each question in 300 words or less (word counts must be strictly adhered
to, please also attach any supporting documents (up to five only), files no larger than
200kB).
1. Outline and provide an overview of the services you offered in 2016.
2. What new services did you add to your offering in 2016?
3. Demonstrate how adding new and diversified services has driven business growth
in 2016.
4. Highlight how integrated and diversified services have strengthened established
relationships and generated additional revenue.