Why you need to revise your approach with your SMSF clients in 2020

Be practice ready for 2020

 

Agenda:

  • 7:30am – Registration and light breakfast
  • 8:00am – Start (90 mins of preso & demos)
  • 9:15am – Q&A
  • 9:30am – Finish

 

What we will be covering:

  • Understand how well your current documents stack up in today’s SMSF world.
  • What are the risks of using SMSF software template documents.
  • How you can leverage opportunities with clients using specialist SMSF documents that set you out from the crowd.
  • How to leverage technology to deliver the best outcomes for your SMSF clients.
  • Look at key issues impacting the SMSF sector for 2020.

 

BONUS! All attendees will receive a copy of our ‘PRACTICE READY 2020’ CHECKLIST!

Early bird discount:

  • Early bird ticket price – $25 + GST per person. (until 15th December 2019)
  • Normal price – $50 + GST per person. (from 16th December 2019)
  • Smarter SMSF members* – FREE until 15th December [as part of your Create (document) or Learn (CPD) membership].

* Applies to paying members only, not those who have subscribed on a free or PAYG basis.

A limited number of tickets are available, register now to avoid disappointment.

Buy your tickets now

Join Aaron Dunn, CEO of Smarter SMSF where he will help you to be practice-ready for the year ahead.