THE FUTURE OF SMSF

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

bgl
BGL
Software to empower SMSF and corporate compliance professionals with innovative cloud solutions and superior service.

act2
ACT2
Experienced professionals who have been preparing actuarial certificates for more than 11 years.
class
CLASS
Deliver innovative administration solutions that automate manual workloads and drive high levels of processing efficiency.

What’s next for the Future of SMSF?

FUTURE OF SMSF ONLINE COURSE

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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.

HOW TO SUBSCRIBE

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