“The 5-year evolution: what’s the next frontier for SMSFs?”

Industry insights from a panel of SMSF experts

“The 5-year evolution: what’s the next frontier for SMSFs?”

A panel of SMSF thought leaders gave insight into some of the influences that could see the SMSF sector evolve, grow or be disrupted in the next 5 years. This complimentary, national event was live-streamed on Tuesday 19 November.

Panelists included:

      • Michael Blomfield, CEO, Investment Trends
      • Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
      • John Maroney, CEO, SMSF Association
      • Kate Metz, Acting Senior Executive Leader, ASIC
      • James O’Halloran, Deputy Commissioner, Superannuation, Australian Taxation Office
      • Andrew Varlamos, Co-founder/CEO, OpenInvest

Additional resource:

Fledgling SMSFs – the first 18 months of an SMSF’s life 

SMSF Investor Insights – Discussing key myths surrounding SMSFs (Member Only content)

SMSF Roadmap – Outlining key considerations for each stage of your Clients’ SMSF journey (Member Only content)

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