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Understanding the strategy landscape in 2018

Promoted by Heffron   Arm yourself with the latest strategies to both optimise the opportunities available to SMSF clients, and to avoid potential traps and pitfalls with expert training from some of the industry’s best.

by Heffron
June 21, 2018
in News
Reading Time: 2 mins read
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Heffron have been active SMSF practitioners for almost 20 years with one of the largest teams of SMSF experts in the industry. This gives us a unique insight into what really does and doesn’t work when it comes to taking advantage of the strategies we identify.

Our Heffron Super Intensive Day is designed to arm all SMSF practitioners with the latest strategies to both optimise the opportunities available to SMSF clients, and to avoid potential traps and pitfalls. Importantly, we aim to provide attendees with the knowledge to understand a particular strategy, the ability to identify clients for whom a particular strategy could be explored, and an understanding of the mechanics to practically implement that strategy for clients.

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Our Heffron Super Intensive Day is designed to include a combination of formal presentations and case studies all with a high level of technical and practical content. The day is divided into four sessions, which are each scheduled to run for at least an hour, which provides us with ample opportunity to explore the topic, and for attendees to ask questions of the speakers or debate a particular issue during the session.

No prior training is required to attend the Heffron Super Intensive Day but a sound basic understanding of SMSF tax and compliance rules is highly desirable.  SMSF practitioners who would benefit from this content include financial advisers, accountants and administrators, SMSF auditors, tax agents, lawyers and estate planning specialists.

As a small business of busy practitioners, we understand the importance of value for money in SMSF training. Our sessions are always designed to maximise the value of your time out of the office – we receive consistent feedback that the material is well researched, presented by experts and well supported by papers and other material.

Our Heffron Super Intensive Day has consistently achieved a high level of CPD accreditation for a one-day SMSF training course. It is a must for SMSF professionals seeking the highest quality SMSF training.

Click here to find our more and register.

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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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