The virtual masterclass event will be broadcast on 10 and 11 November and provide SMSF professionals with the latest insights and practical strategies to guide clients through the current environment.
The Principal Partner for this year, Lonsdale, is an AFSL provider focused on growing wealth management and integrated advice businesses.
It provides authorised representatives with practice management support, business coaching, access to technical support and other advice templates and tools.
“Lonsdale is very pleased to be partnering with the SMSF Technical Strategy Masterclass to deliver high-level, specialist content to SMSF professionals, particularly during this period of significant change,” said Lonsdale chief executive Helen Blackford, commenting on the partnership.
“Lonsdale has been working with accountants to build their aligned financial planning businesses for over 30 years. Our experience in this area means we understand what it takes for accounting practices to establish and execute their financial planning and strategic advice businesses, giving them the tools and resources they need for long-term growth and success.”
The virtual event will feature a number of prominent industry experts including Liz Westover, Meg Heffron, Aaron Dunn, Nicholas Ali, Scott Hay-Bartlem and Clinton Jackson. New ATO assistant commissioner Justin Micale will also be presenting.
This virtual workshop is free to attend for advisers and accountants and will also be CPD-accredited. To find out more or to register, click here.
