Macquarie has today announced the launch of its inaugural Macquarie Accounting and Financial Services benchmarking survey and is calling on financial planning and accounting firms to participate.

The new survey aims to provide industry professionals with compelling insights into the increasingly converging market, equipping firms with practical insights and a comprehensive view of industry trends.

David Clatworthy, a Division Director in Macquarie’s Wealth Management division, said the survey allows practices to benchmark themselves against their peers on a range of measures, such as fees, remuneration structure and retention strategies.

“The survey will closely look at key themes and emerging trends across the accounting and financial services industries, such as leading drivers of business performance, how clients are being charged, remuneration and staff retention,” Mr Clatworthy said.

“In an evolving industry, the results will provide professionals with compelling insights to help them take charge of their next business opportunity, gaining an understanding of the leading practices in the industry and where they see the future direction of the market to help shape and drive business strategies.”

The 2015 Macquarie Accounting and Financial Services benchmarking survey will take approximately 30 minutes to complete, with the aggregate results expected to be released in March 2016.

By taking part in this survey, participants will receive a copy of the 2015 Macquarie Accounting and Financial services benchmarking report, as well as be automatically entered into a draw to win one of five Myer Gift Cards valued at $300.[1]

The survey is open until 7 December 2015 and should be completed by the practice’s Principal, Equity Holder, Managing Partner, CEO, Director or Partner. It will be conducted by Market Research solutions provider, Confirmit Australia Pty Ltd, on behalf of Macquarie.

To participate in the survey or for more information, please visit

Source: Macquarie

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