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SMSF Strategies for advisers 2022

Tue, 22 February 2022
12:30 PM - 1:30 PM AEST
By Nicholas Ali

With 2022 being an election year and so much uncertainty on the horizon, it has never been more critical for advisers like you to ensure your clients know they're being protected by professional and strategic advice.
This webinar is explicitly designed for advisers working with SMSF clients. It will cover changes in the latest legislative updates and help you understand the potential impact on your clients.
Ensure you're on the right track when it comes to managing your clients' super funds with this unique case study-driven webinar with our SMSF experts, Nicholas Ali and Trevor Clisby.

During this webinar, you'll learn:

• Contributions including the legislative changes to the Bring Forward Rule
• The importance of the Investment Strategy given the ATO’s recent announcements (eg. diversified investment strategy)
• Estate planning:

  - Optimising pension strategies
  - How timely reporting of death benefits can minimise risk

Get in touch today

1300 023 170

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