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 decision factors relating to investment and retirement planning needs that are somewhat different to traditional clients.  It’s imperative for advisers to understand these fundamentals to effectively engage and grow this new cohort of clients.  As important, advisers need to understand how SMSFs are satisfying the needs of these clients

You’ll need to achieve a score of at least 80% to receive the assigned 1.0 CPD hour(s) for this module.