Description
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.
TOPICS COVERED:
| 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. |
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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. |
| 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.
