25 – 26 March 2020
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

25 - 26 MARCH 2020
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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Is an SMSF Right for Your Financial Planning Clients?

Theatre 5
Financial Planning Next Conference

When setting up an SMSF, your clients need to make sure they get it right from the start, by understanding what’s involved, from setting it up, managing contributions and rollovers, administering their SMSF and reporting to the ATO, investing, paying benefits and finally winding up.

Key takeaways:

  • What your clients need to know if they’re considering setting up an SMSF
  • What’s involved in running an SMSF – trustee obligations, costs and reporting
  • Discover where you can find more resources to help your clients with setting up and running an SMSF