ABOUT

A must-attend event, the SMSF Adviser Technical Strategy Masterclass is your exclusive opportunity to meet, learn from and recognise the best of SMSF. Industry experts will deliver up-to-the-minute information on regulatory and legislative changes, and their impacts on SMSFs, as well as clear direction to enhance your specialist client strategy, practical advice to strengthen your value proposition and insight to maximise your clients’ portfolios.

Our range of experts will provide you with the tools to:

Keep up to date with major policy and regulatory changes for SMSFs

Assist clients working through new pension and contribution strategies

Navigate recent guidance and regulatory changes in the SMSF property and loans spaces

Arm yourself with the most current SMSF documentation and record keeping tools

Prepare for a new world of potential traps and risks following amendments to NALI

This virtual workshop is FREE and exclusive for all to attend. Register today to secure your spot!

Platinum Partners

WHY YOU NEED TO ATTEND AND WHAT YOU’LL LEARN:

  • The very latest from the ATO and their regulatory priorities for the year ahead
  • A comprehensive update on all major policy and regulatory changes for SMSFs
  • Fresh tips and strategies for the over 65s following recent contribution changes
  • Navigating the latest changes and critical considerations in the SMSF property and loans space
  • New measures to ensure your SMSF documentation is up to date in the COVID environment
  • Non-arm’s length income and expenditure – what you can do moving forward

The 2020 agenda has been designed to provide a practical program to equip you with the knowledge, strategies and processes to combat the current environment, grow your client base and set yourself up for greater success.

This not-to-be-missed event will be held virtually – so you can watch from your office or your home! Don’t miss out.

Network with other SMSF professionals
Network with others
Participate in sessions from the comfort of your office or home
Network with others
Network with others
Have your questions answered by our expert speaker line-up
Network with others
Walk away from these sessions with the knowledge and skills to restructure your programs.

Why Attend?

This virtual workshop is FREE and exclusive for all to attend. Register today to secure your spot!

Walk away from these sessions with the knowledge and skills to restructure your programs.

Who should attend?

SMSF specialists and advice-focused SMSF fund managers.