Thank you for shaping a smarter SMSF future. Our Future of SMSF report will help provide the clarity you need to build a successful SMSF business.
Topics covered in the report
|Services||Different types of businesses dealing with SMSFs, including the number of services, revenue activities, how services are delivered, number of funds, etc.|
|Business Growth||Explore how practices are growing, the opportunities for growth, expansion of services within practices, how clients are being generated, fee acquisition and more.|
|Technology||How practices are embracing cloud technology, efficiency gains, process changes, use of analytics, how automation is being used, etc.|
|Change Management||Changes made within practice, implementation time frames, ongoing strategy, responsibilities within a practice for change, key successes and failures with the change management process.|
|Outsourcing / Offshoring||Use of offshoring/outsourcing, changes in use, reasons for use, future direction of outsourcing/offshoring.|
|Training & Development||Ongoing training, CPD allocation, how training is obtained.|
|Pricing & Fee Model||Average & median fees charged for SMSF services, fee structure, invoicing and changes as to how clients are billed for services.|
|Client Relationships||Meeting client demands, client touch points and engagement tools, timing of client engagement, including post super reforms.|
|Challenges||Biggest challenges, practice focuses into the future, biggest lessons from super reforms, change today for biggest difference in future.|
The Future of SMSF report will be released shortly. Watch this space to download your copy for $330.00 (incl. GST)
PARTNERS HELPING US TO CREATE A SMARTER SMSF FUTURE
What’s next for the Future of SMSF?
FUTURE OF SMSF ONLINE COURSE
Modules and content may be subject to change. Online course due date: 20 November 2018
Member price – $199 (incl. GST). Non-Member price – $347 (incl. GST)
SMARTER SMSF FUTURE, LISTEN TO FIND OUT WHY…
Listen to the latest insights and views from leading SMSF business expert, Aaron Dunn.
In this special Future of SMSF edition of the smarter smsf podcast (episode 39), Aaron discusses some of the key insights that he observes around the SMSF sector today.
In episode 41 of the smarter smsf podcast, Aaron goes under the hood to share some of the ‘tech stack’ (web applications) used within the business to deliver our customer solutions.