subscribe to our newsletter

Confronting estate planning with your clients

Client meeting
Miranda Brownlee
01 April 2015 — 1 minute read

Having the confidence and knowledge to implement appropriate strategies for SMSF clients has never been more vital or lucrative for SMSF practitioners

Estate planning has generally been an area overlooked by the accounting and financial advice industry, as generating revenue from the service in the past was often perceived as a challenge.

Historically, estate planning services offered minimal commissions for accountants and planners and was consequently considered a non-viable service offering by many in financial services. However with the advice industry now operating on a fee-for-service basis, SMSF practitioners are increasingly seeing its value and are also more aware of its importance.


Despite this, however, a large number of practitioners still lack the confidence or knowledge required for establishing SMSF estate planning strategies for their SMSF clients or don’t comprehend the benefits of offering the service.

Townsend Business and Corporate Lawyers principal Peter Townsend says while financial advisers and accountants now have an opportunity to chase their clients to organise their estate planning a little more aggressively, “they haven’t really got into the driver’s seat in the way that they could have”.

To read the entire article, please click here.

Miranda Brownlee

Miranda Brownlee


Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.

Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates. Miranda has also directed SMSF Adviser's print publication for several years. 

Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: This email address is being protected from spambots. You need JavaScript enabled to view it.

Confronting estate planning with your clients
client meeting 382
smsfadviser logo
join the discussion

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?


Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.