Positioning your SMSF practice post COVID-19

National Conference 2021

We know that 2020 has created some enormous challenges, both personally and professionally. The way in which we have managed client relationships, expectations and the delivery of services have all had to change rapidly due to COVID-19. However, whilst some businesses have struggled, others that have adapted have continued to thrive.

In this session, Aaron will be sharing some key insights from research undertaken into this topic, and will reference important learnings from earlier sessions, to outline what practitioners have been doing successfully, in addition to analysing the sort of changes that are being made permanently to enhance their SMSF client’s value.

At the end of the session, you will be able to:

  • Gain an understanding of how like-minded practitioners have successfully navigated their client relationships through COVID-19;
  • Learn what changes with client relationships during COVID-19 will become a permanent fixture in the future, and;
  • Analyse what strategies may work in their own business to enhance their existing client relationships and attract new clients.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association