The Future of SMSF report will help provide the clarity you need to build a successful SMSF business, and highlights that the industry is in a period of significant transition and faces some important decisions ahead. We provide information across ten chapters looking at the way practitioners operate within the SMSF industry today.
|Practitioners||A look at the large number of respondents, by length of time working within SMSF sector, and by primary role within sector.|
|SMSF Business||Primary service offerings by respondents, how they service SMSF clients, revenue sizes, and smsf activities (generalist vs. specialist).|
|Challenges||Biggest challenges, practice focuses into the future, biggest lessons from super reforms, change today for biggest difference in future.|
|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.|
|Pricing & Fee Model||Average & median fees charged for SMSF services, fee structure, invoicing and changes as to how clients are billed for services.|
|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.|
Please note: If you are purchasing our Future of SMSF online course you will receive the final report for FREE.