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The top 10 SMSF strategies for 2010/11
SMSFs are expected to reach $1 trillion in investments by 2015 and $3 trillion by 2028 with advisory fees to top $48 billion. They are a powerhouse that have taken over retail and industry-based superannuation funds and are now creating a superannuation world of their own.
With three big government reviews – Cooper, Henry and Ripoll – to contend with, SMSF advising life is about to get very interesting with the role of accountants, financial planners, auditors, administrators, lawyers and even specialist SMSF advisers being fundamentally changed.
At this year’s SMSF Strategy Day, Grant Abbott, Australia’s leading SMSF presenter, trainer and author, will present:
- the top 10 SMSF strategies for the 2011 financial year
- SMSF investment strategies – five tips and traps
- three cases on the new SMSF borrowing rules
- five SMSF estate planning tips and traps.
The early bird discounted registration fee of $295 + GST is tax deductible and closes on 30 June 2010. Comprehensive notes will be available for attendees plus a hot lunch, afternoon ice-creams and networking drinks, with the FPA and SPAA expected to provide CPD points.
In addition, for all registrants booking before 30 June 2010, Grant has promised the following three important bonus materials:
- A one-hour “10 Top SMSF Strategies” DVD that can be used by firms to educate clients and junior staff on the key opportunities in the SMSF market and also the necessity of dealing with a SMSF specialist. RRP $79
- The draft Guide to SMSF Estate Planning – Grant’s next book in a draft form covering all the ins and outs of SMSF estate planning, including the use and dangers of BDBNs, auto-reversionary pensions, anti-detriment reserves and the best SMSF investment strategies. RRP $180
- Grant’s top 10 specialist adviser queries – Grant provides daily technical help to financial advisers, planners and specialist SMSF advisers across Australia. These are Grant’s top 10 detailed Q&As. RRP $295