Session Overview

This session provides an overview of the 2012 SMSF Trustee and Adviser research commissioned by SPAA and Russell Investments. Andrea Slattery, SPAA CEO, will share the latest insights from the research, including what services and advice SMSF trustees are looking for and what is driving SMSF investor behaviour. The session will assist you in developing and progressing some of the key triggers and strategies you can use to grow your SMSF client base.

 

What you will learn

• Identifying the needs and aspirations of SMSF trustees and how they have changed over the past year as a result of market movements.
   
• Key areas of concern for SMSF trustees including: professional advice they can trust; reasons for holding cash, ability to meet target income in retirement and adhering to compliance requirements.
   
• Business insights for advisers on how to attract and retain SMSF clients.
  
   

Who should attend

All SMSF practitioners in any profession.

Presenters

Andrea Slattery Chief Executive Officer SMSF Professionals Association of Australia Ltd

Geoff Peck Managing Director, Individual Customers Russell Investments