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Home Promoted Content

The rise of the Millennial SMSF trustee

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space.

by Robyn Tongol
August 16, 2023
in Podcasts, Promoted Content
Reading Time: 1 min read
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Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials.

The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.

Finally, Mr Hansen and Ms Hurley highlight what advisers and accountants need to think about when engaging with a younger demographic to cater to their specific needs and preferences.

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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