As the SMSF landscape becomes more complex and client expectations continue to rise, collaboration across disciplines is essential. This in-person event will explore practical and strategic ways SMSF professionals can work together more effectively to grow their practices and deliver holistic outcomes for clients.
Designed for accountants, financial planners, estate lawyers, and auditors, this session will highlight the power of working together across the advice chain—and the risks of working in silos.
What to Expect:
The session will kick off with a short presentation featuring the latest SMSF industry research from CoreData, offering insights into collaboration trends, client expectations, and professional pain points. This will set the stage for a live panel discussion featuring a Data Security Expert and:
• Scott Hay-Bartlem – Estate Planning Lawyer & Chair of the SMSF Association
• Vivi Chen – SMSF Specialist Accountant, BDO
• Andrew Inwood – CEO, CoreData
• Andrew Zbik – Financial Advisor, Creation Wealth
This expert panel will unpack real-life case studies, explore the foundations of trusted collaboration, and offer practical tips on how to work together more seamlessly—while managing risk, data privacy, and client expectations.
Key Themes:
• Building effective cross-professional collaboration models
• Presenting to clients as a united team to build clarity and confidence
• Managing data securely across firms while increasing operational efficiency
• Real-world examples covering retirement planning, estate planning, Division 296, and more.
3.30pm arrival, 4-5pm session, followed by networking drinks.
