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

How to talk to your client about personal wealth: Top five triggers

Orange Theatre
Tax & Compliance
Wealth & SMSF

How can you recommend a client invest more in their business if you don’t know what they have in their personal accounts? The first conversation about personal wealth doesn’t have to be the hardest. Find out the best opportunities to start managing your clients’ personal lives as well as their commercial.

Key takeaways:

  • Learn how to initiate a discussion about setting up an SMSF
  • Spot the signs that a client is worried about money
  • Find out the best time to discuss reducing personal debts or growing net wealth