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Strategies are the cornerstone of every SMSF
Join us for this practical in depth day of 'Building strategies for your SMSF clients in the new era'

PRESENTER

Tracey Besters

The Strategy Hub & SMSF Design

Why the SMSF Masterclass?

1

Your SMSF clients are looking for more guidance and advice.  According to the 2017 Vanguard/Investment Trends research 277,000 SMSF trustees projected to have needs for professional advice.  This represents 47% of your client base looking for advice.

2

SMSF trustees are looking for advice from their trusted professionals.  By focusing on strategic advice you can meet your clients needs for their entire SMSF journey.  We will teach you our simple and systemised approach for this.

3

This is practical rubber meets the road stuff.  Yes it is technical in nature, we will be looking at 20+ strategies throughout the day.  Tracey is renowned for taking the technical and making it simple and a step by step process.

Our Agenda

8:30 - 9:00   Registrations & Coffee

9:00 - 9:15   The SMSF Strategy Journey

9:15 - 10:45   The Foundation Strategies every SMSF needs

10:45 - 11:00   Morning Tea

11:00 - 12:30   Strategies to get money into the SMSF

12:30 - 1:30   Lunch

1:30 - 3:00   Getting Money out of the SMSF

3:00 - 3:15   Afternoon Tea

3:15 - 4:00   The SMSF end game

4:00 - 4:30   Business Processes to make it easy and get it right

4:30 - 5:00   Strategy Hot Seat

Who is the SMSF Masterclass for?

Whether you are an accountant or adviser, if you have SMSF clients and want to make sure that you know their strategy options the SMSF Masterclass will be beneficial for you.

What about CPD?

The SMSF Masterclass is eligible for CPD as follows:

  • SMSF Association - the exact points are being assessed;
  • FPA - the exact points are being assessed;
  • TPB, CAANZ, CPA, IPA, NTAA - this is self assessed in accordance with the professional bodies at 6.5 hours.

The Workbook

You will be given a comprehensive workbook that includes the notes for the day, but also includes a QUICK REFERENCE GUIDE for each strategy.

The Bonus

Each attendee will be given one month access as a FIND member to The Strategy Hub portal (valued at $198).


This will provide you with valuable post-event support and access to additional tools and resources.

The "Earlybird" Bonus

Register BEFORE Friday 10th November and receive our client education and engagement kit for "The Foundations:  Three Strategies EVERY SMSF must do".  The kit is valued at $550 and includes:

  • A complete presentation to educate and engage clients on why they should consider these strategies, what the strategies are and what are they need to decide on.  This can be used for a seminar, webinar or one-on-one meeting;
  • Marketing emails and letters to send to clients to invite them to an event, or a meeting to discuss;
  • Event planning kit to put on a great seminar or webinar; and
  • A 45 min online session with Tracey to work through the Foundations and how to pull together an event for your firm,
  • You will receive this kit post event.

The Investment

Your investment in the SMSF Masterclass is $495 per attendee ($385 for online recording), which includes:

  • Full day attendance at your preferred location;
  • Fully catered event including registration coffee/tea, morning tea, lunch and afternoon tea;
  • Comprehensive workbook including a QUICK REFERENCE GUIDE for each strategy;
  • Small workshop format allowing for plenty of time for questions;
  • BONUS:  One month access to The Strategy Hub portal as a FIND member (valued at $198)
  • CPD accreditation with SMSF Association, FPA, Tax Practitioners Board and accounting bodies.
  • "EARLY BIRD" BONUS (before Friday 10th November) client education and engagement kit "The Foundation:  Three strategies EVERY SMSF must do" - valued at $550.


SELECT YOUR CITY

UPCOMING

DATES & LOCATIONS (2018 Dates to be released early 2018)



PRIOR

DATES & LOCATIONS (2017)

12 OCTOBER

SYDNEY

Sofitel Sydney Darling Harbour

Sydney

Registrations Now Closed

19 OCTOBER

MELBOURNE

Novotel Melbourne on Collins

Melbourne

Registrations Now Closed

25 OCTOBER

CANBERRA

Novotel Canberra Novotel Canberra

Canberra

Registrations Now Closed

9 NOVEMBER

BRISBANE

Sofitel Brisbane

Brisbane

Registrations Now Closed

15 NOVEMBER

ADELAIDE

The Playford Hotel

Adelaide

Registrations Now Closed

7 DECEMBER

WOLLONGONG

Novotel North Beach

Wollongong

Registrations Now Closed

21 NOVEMBER

PERTH

Crown Towers

Perth

Closed

SELECT YOUR CITY TO RESERVE YOUR PLACE

Your investment for the day is $495 per attendee

Can't join us face-to-face? We also have an ONLINE version - 3 x 90min webinar recordings  


The investment for the online version is $385 per attendee.


Contact:

Email:  support@thestrategyhub.com.au         Phone:  02 9293 2936

Event Partners

BGL Corp Logo
SMSF Design Logo

Some Attendee Feedback from our last Masterclass event...

S.L. Sydney "Great seminar"


P.H. Melbourne "...it was a really well presented session."


N.A. Sydney "The notes are fantastic and the worked examples help explain the changes to super really well. Presentations were very informative."


D.V. Melbourne "The speakers were excellent! Overall a very good and engaging workshop."


G.M. Sydney "I enjoyed the day as a whole, it was engaging and interesting. Thank you for running the session!"


V.S. Melbourne "It is good to attend superannuation sessions like the SMSF Masterclass where they cover very useful technical aspects."


L.G. Adelaide "Content was great, presented really well, presented interesting, information was relevent. I have taken so much in from the session. Usually at some seminars you feel it can drag at times, however time just flew. Before you knew it we were at lunch and it was the end of the day. Keep up the great sessions."


N.P. Adelaide "The masterclass satisfies all my expectations. I learnt a lot from it."


D.L. Adelaide "Great learning that I think others in my industry would benefit from"


K.Y. Perth "very good speaker, presentation captivating, topic very relevant"


T.K. Perth "The class was informative and provided thought provoking content"


M.H. Sydney "I liked that it was a smaller group than some other seminar's and that you felt like you could ask questions. The material was explained in a simple way."


J.H. Perth "Contents are very relevant and useful, well organised and presented. Well done."


S.C. Sydney "Great technical content, practical ideas and the pace of learning was spot on. A day like this was excellent to cement my learning..."


S.H. Perth "Excellent technical content and entertaining presentation"



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