Part of a two part program – Session 1: Wednesday 13^th May 2015. Session 2: Wednesday 20^th May 2015

Click Here To Register For This Program

The FOFA reforms that will apply from 1^st July 2016 provide new opportunities, and challenges, for both accountants and financial advisers seeking to develop their SMSF advisory platform.

The new limited AFS License will allow accountants and advisers to provide financial advice on SMSFs and class of product advice about superannuation products, securities, simple managed investment schemes, general & life insurance and basic deposit products.

What is your firm doing over the next 12 months to ensure that you don’t miss the boat? Whether you’re an accounting or financial advisory firm, you should be taking steps now to decide how you will provide SMSF advisory services to your clients from 1^st July 2016!

In this 2 part program, we’ll explore the options that both accounting and financial advisory firms should be considering in relation to SMSF Advisory services. We will outline the key steps to building a strong SMSF advisory platform including:

• Training and Software
• Marketing and client engagement
• Service delivery strategies

Key objectives:

1. What you should be doing now to establish a strong SMSF advisory platform, including training, software and systems development
2. Key steps to engage clients for SMSF advisory services including pricing strategies
3. How to attract new clients through effective marketing and cross-referral strategies
4. How to deliver SMSF advisory services in a cost effective manner

What’s included in this online program:

1. Two Live Sessions – We’ll run 2 online sessions, both 60 minutes in duration, to help you develop your SMSF Advisory Platform
2. Documented Procedures – We’ll provide key procedures, scripts and checklists to use with clients in discussions about SMSF strategies
3. Workbook – We’ll provide a workbook to guide you and your team in collaborative discussions and decision making.

A link to the recording of the session together with a copy of the PowerPoint presentation will be circulated to all registrants.

Click Here To Register For This Program

Date:  Session 1: Wednesday 13^th May 2015. Session 2: Wednesday 20^th May 2015
Times: 12.30pm – 1.30pm AEST; 2.30pm – 3.30pm NZST
Fee: $200 + GST per firm, per location
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.

• About
• Latest Posts

Dale Crosby

Director | Senior Consultant & Facilitator at For Accountants | High Tech Soft Touch

Dale Crosby specialises in change management and has a specific interest in client ommunication and integration of compliance, business advisory and financial advisory services within accounting firms. He has worked closely with accounting firms throughout Australia and New Zealand over the past 15 years.

Latest posts by Dale Crosby (see all)

• The Role of a Client Concierge in Accounting Firms: Elevating Client Relationships - 10 September 2024
• Overcoming the Challenges Faced by New Accounting Graduates - 7 August 2024
• Navigating the Challenges of Solo Practice: Key Strategies for Growth and Success - 3 January 2024