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

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

ACT2

Experienced professionals who have been preparing actuarial certificates for more than 11 years.

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

Module 1 - Key insights into the Future of SMSF

Aaron discusses the findings from the Future of SMSF survey, broken down by practice size to help you understand what is driving a successful modern SMSF practice today. You will gain insights into the areas that need to be focused on to drive growth, how to become more efficient and ultimately deliver more client value than the average practice.

Aaron will explain how the SMSF sector continues to evolve, what impact the various industry forces are having and how this changes the landscape for you as a practitioner in delivering value and meeting the ever-increasing demands of advice, compliance and regulations.

Module 2 - Building your SMSF Business Model (Part 1)

In the first part of this module, using insights from the Future of SMSF report, Aaron will help you to build a business model to support the ever-changing landscape around SMSFs.

Through improvement of your value proposition, Aaron will help you to explore and focus on the jobs, pains and gains inherent with SMSF clients and what you could do to outperform or differentiate from your competition in a smarter and more meaningful way.

Module 3 - Building your SMSF Business Model (Part 2)

This module further explores how your value proposition ties back into your SMSF business model. Aaron focuses on the elements that drive successful practices working in SMSFs, including having a strong understanding of key areas around your SMSF fee and pricing model, improvements to service delivery, utilisation of key partners and resources, along with types of client relationships.

Module 4 - Technology as an enabler for your SMSF business

Here we look at how your practice can embed technology within your business to transform the value you can provide to your SMSF clients. Using insights from the Future of SMSF report, we will address how to overcome many of the key challenges confronting practices, along with the opportunities through improved efficiencies with automation and other technologies.

Module 5 - Strategies to grow your SMSF business

Business growth remains one of the biggest challenges for practices, with most remaining buoyant about the SMSF sector, but with no clear understanding of how to achieve the desired results. Aaron will explore the key opportunities for SMSF growth, including looking at areas of client engagement, sources of information, understanding strategies and tactics to drive growth, and more.

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.

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