Tag: automation

Qualified trustees are in demand in the labour market. What is important in the job for the fiduciary professionals of today and tomorrow? How can fiduciary companies offer their employees a constructive working environment? To what extent do digitalisation and innovative technologies help you to use the talents of your employees effectively? In this blog post, you will get tips on how fiduciary companies can develop and retain their employees.

The work of trustees is changing. The value of routine activities is steadily decreasing, and trust companies need to develop innovative services to remain competitive in the medium term. How does the change in the industry affect the organisational structure of trust companies? What do managers need to consider in order to promote the ability […]

How can fiduciary companies prepare for the changes in the industry? What will it take in the future to retain fiduciary clients and attract new ones? In this blog post, you will learn what fiduciary companies can already do today around customer retention.

The occupational benefit scheme is intended to enable insured persons to continue their previous lifestyle after leaving employment. How does the second pillar work? Who is subject to the LOB obligation? What are the shares of employees and employers? What occupational benefit options are there for self-employed persons? In this blog post, we look at occupational pension provision from the perspective of employers and sole traders.

Do sole proprietors have to pay pension fund contributions? Which social deductions apply to the 13th month? Monthly salary? Are daily sickness benefits subject to withholding tax? Determining and paying social contributions is an important part of payroll accounting. In this blog post, we answer frequently asked questions about social contributions and deductions in payroll accounting.

A lack of liquidity leads to reminders, debt collection and frequently bankruptcy. By taking out a loan for your business you can avoid liquidity problems. When does it make sense to apply for a loan? What do SMEs need to apply for a loan? What type of loan should it be? In this blog post you will find a summary of what entrepreneurs should know about applying for a loan.

Sooner or later almost every SME has to face the issue of choosing a fiduciary company. Even owners who initially handle their own accounting tasks usually reach a point where this work is “outsourced” in order to increase focus on the core business. Unfortunately, finding a suitable fiduciary company is not easy. Roman Keller of treuhand-suche.ch, our guest author, explains the issues that need to be clarified and the criteria that are essential for the search.

Digitalization is the buzzword of our time. Everyone talks about its importance, but no one specifically explains to SMEs and startups – especially in the commercial sector – how best to proceed. Because one thing is clear: Anyone who wants to digitalize their company in the long term needs a clear plan and must be prepared to rethink the current business model and invest in the future. Especially in the commercial sector.

Paper, stationery and bound books. This is what everyday life in a trust company used to look like. Today, digital and connected also sets the tone in the fiduciary industry. Although technological progress has simplified many tasks for fiduciary companies and SMEs, the management of mandate accounting is still associated with countless empty runs. Young accountant Fabio Dacuña shows how this can be changed.