Options Accordions

“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance management”

20 - 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

Back to agenda

Mind the gap! Are your SMSF clients falling short in retirement?

BT Theatre
Sales & Marketing
Wealth & SMSF

A real gap in strategic advice is leaving SMSF clients exposed – longer-term retirement planning. People aren’t getting the advice they need to achieve their lifestyle goals. Find out how you can use modelling and projections to determine if clients have enough saved up – and how you market, charge for and deliver this planning.

Key takeaways:

  • Understand the key financial risks facing retirees and how to allow for them when making retirement plans
  • Learn how to extend conversations with clients beyond a three-year window to ensure their retirement savings last as long as they do
  • Find out how you can give (and charge for) strategic advice without giving product advice