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SMSF Academy

14th Nov

14 Nov 2023
Module 4 ― Engaging future clients with SMSF solutions today

The growth of the SMSF industry is increasingly being driven by a new, younger client segment.  These clients have key

1.0 CPD hours SMSF Academy
Module 4 ― Engaging future clients with SMSF solutions today

The growth of the SMSF industry is increasingly being driven by a new, younger client segment.  These clients have key

14th Nov

14 Nov 2023
Module 3 ― Advice strategies

For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to

2.25 CPD hours SMSF Academy
Module 3 ― Advice strategies

For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to

14th Nov

14 Nov 2023
Module 1 ― SMSFs in numbers

The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to

1.0 CPD hours SMSF Academy
Module 1 ― SMSFs in numbers

The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to

25th Sep

25 Sep 2023
Module 2 ― Younger investors driving growth in the SMSF market

The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well

1.0 CPD hours SMSF Academy
Module 2 ― Younger investors driving growth in the SMSF market

The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well