Strategy Landscape in 2021

National Conference 2021

Where are we now and where are we going? It seems that even when things stay much the same in the world of SMSFs, there are still new strategies to talk about or questions to answer.

In this session Meg will share her thinking on what to keep top of mind for clients in 2021. As always her focus will be on all the ways advisers and accountants can help clients get the very best out of their SMSF and avoid the inevitable pitfalls.

At the end of the session, you will be able to understand key SMSF strategies that can be implemented to benefit clients in 2021 including the:

  • Clients to whom they add the most value;
  • Legislative concepts on which they rely, and;
  • Critical implementation constraints.

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