Practical client strategies that work across your client base, not just for 1 client!
Maximise the strategic opportunities in the new superannuation environment
Know what your clients need to be doing now to get the most out of their retirement savings
The SMSF client conversations you must have
The SMSF Strategy & Tactics training day offers a step-by-step approach to better managing your client’s SMSF.
This workshop delivers the tactics appropriate for each stage of a fund’s life: from money in, to money out, and maximising the opportunities in between. Maximising money coming in, clever ideas for SMSF growth, and tax planning opportunities (estate planning).
Who should attend?
Essential for anyone talking to SMSF clients - from Partners / Directors, compliance accountants wanting to stay ahead of the curve to planners and advisers considering the issues that need to be addressed when preparing their client’s accounts.