SMSF Professionals Guide FY23–24: Streamlining the delivery of professional services to SMSF clients 

While lucrative, managing an SMSF can be incredibly complex, with trustees responsible for delivering strong investment outcomes for members while also ensuring compliance with ever-evolving tax and regulatory obligations.

This challenge has been further complicated by recent market volatility, characterised by elevated inflation, higher interest rates, and broader macroeconomic uncertainty.

With over 600,000 SMSFs currently operating in Australia, it has never been more important for trustees to seek the services of qualified professionals.

This white paper aims to unpack a raft of innovative solutions designed to help SMSF professionals deliver the best possible outcomes for their clients.

Specifically, the white paper draws on the expertise of leading innovators that explain how their tools can simplify and streamline support for SMSF clients, tackling key pain points in the current operating environment.

Topics addressed in this white paper include:

• Navigating the regulatory environment (in partnership with Heffron)
• Embracing generational shifts and evolving technology (in partnership with Class and HUB24)
• Designing retirement solutions for a longer life (in partnership with Allianz Retire+)
• Exploring the potential of cryptocurrency in SMSFs (in partnership with Digital Surge)
• Leveraging tech to boost efficiency (in partnership with Ignition)
• The role and challenges of outsourcing in the SMSF industry (in partnership with AccSource)
• Overcoming tax hurdles (in partnership with Crypto Tax Calculator)

On behalf of SMSF Adviser and our partners, we hope this white paper equips you with the tools and resources to take your business to the next level.