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THE FUTURE OF SMSF

ABOUT THE SURVEY & REPORT

Future of SMSF

The SMSF Academy conducted its inaugural Future of SMSF report in 2014 which took a look into the various SMSF business models in operation within the industry and the way professionals service the needs of a growing number of trustees.

In 2014, 430 respondents participated in the report, providing valuable insights into the delivery of SMSF services, pricing, opportunities for growth, technology and key business challenges.  In 2015, the survey aims to delve a little deeper – exploring the traits of what is driving the high performing SMSF businesses over others servicing the SMSF trustee market.

Our goal in 2015 is have more than 750 participants, across a diverse range of professionals working in the SMSF sector – accountants, financial planners, administrators, auditors, and more.

We know that significant change is occurring within the industry with regulatory reform, potential changes in government policy, and technology advancements.  The report will look at these many challenges and how businesses are adapting to such change.

It is an exciting time to be a part of a continuing growing SMSF sector, but it is important that businesses understand key trends, identify their target market and build a strategy for growth.

Keys finding in 2014 Report

Buy a copy of the 2014 report

You can buy a copy of the full Future of SMSF Report for $197, which features 46 pages of results and commentary from the survey, or alternatively download a free copy of the executive summary of the report.

FUTURE OF SMSF WEBINAR

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For the webinar recording to start, you simply need to include your email address.

ABOUT US

BEHIND THE FUTURE OF SMSF

About The SMSF Academy

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The SMSF Academy helps professionals to grow their SMSF business.  Through its membership programs, The SMSF Academy provides a fully integrated learning, technical and document platform for professionals.

Working with small to mid-sized accounting and financial planning businesses that have at least 20 SMSFs and revenue from SMSF activities of at least 10% of total fee revenue, The SMSF Academy provides the most effective training and tools to successfully grow and SMSF business.

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CONTACT

GET IN TOUCH WITH US

Send Us a Message

Contact information

Address:
The SMSF Academy Pty Ltd

ABN:
53 146 136 521

Telephone Number:
1300 95 94 76

Email:
info@thesmsfacademy.com.au