Join SMSF Association Head of Membership & Corporate Development, Neil Sparks and guest speaker for the In Practice Webinar Series.
In Practice is a monthly session of peer-to-peer learning, by Advisers for Advisers.
This month’s topic: Attracting High Value Clients: Marketing Strategies for SMSF Advisers to Maximise Their Return on Specialist Advice.
Presented by Mark Laing
Founder, Formidable Business
Synopsis
To attract high-value clients, SMSF advisers must position themselves as specialists, and be effective communicators of their expertise and value. This presentation will explain proven marketing strategies to establish authority, optimise personal branding, and leverage educational content to engage ideal clients.
We’ll discuss how to create targeted messaging, build referral networks with key influencers, and use digital platforms for maximum reach. By implementing a structured marketing strategy and a proprietary advice process, advisers can command premium fees and enhance client loyalty. Learn how to turn expertise into a powerful marketing asset that drives growth and ensures long-term success in the competitive SMSF advice market.
Time is reflected as AEST.
The 2025-26 Australian Federal Budget will be handed down on Tuesday 25 March 2025.
Join our technical and policy teams as we unpack relevant changes relating to the SMSF sector.
OVERVIEW:
This update will highlight the essential budget announcements impacting the superannuation industry with a focus on discussing their potential impact on SMSFs.
The session is a must for SMSF professionals and practitioners to help you gain a clear understanding on what the Federal Budget announcements could mean for you and your clients.
Please note time is reflected as AEDT.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
The SSA (Express Pathway) program is for those members that have completed an SMSF Association recognised prior learning (RPL) course.
The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in a range of contexts to undertake professional work and as a pathway to further learning. The program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) with the SMSF Association you are required to successfully complete a 2-hour online examination with a pass mark of 50% or higher. A workbook containing nine learning modules is provided to assist with your preparation for the online exam. The modules offer deep technical content and focus on examining the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Establishing an SMSF
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
On successful completion of this program, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
SMSF Specialist Advisors that cancel their membership may regain their SSA designation if they rejoin as an Associate within 3 years of ceasing their membership and complete the SSA Designation Exam.
Express SMSF Specialist Advisor Accreditation Pathway for holders of the CFP® designation.
The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in a range of contexts to undertake professional work and as a pathway to further learning. The SSA accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to successfully complete a 2-hour online examination with a pass mark of 50% or higher. There are nine optional learning modules to assist with your preparation for the online exam. The modules offer deep technical content and focus on examining the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
On successful completion of this program, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.