[Tickets available for purchase below]

Join Grant Abbott, CEO & Founder of I Love SMSF and LightYear Docs, as he teaches you how to strategically plan for your clients easily, effectively and more importantly, legally – all whilst using the NEW and intuitive LightYear Docs platform.

What a way to kick off a new year, particularly such a big one with a potential new government, radical SMSF changes, topsy turvy markets and overlaid on that is the new FASEA requirements for CPD hours (NOT CPD points) as well as the AFCA compensation authority.  Overwhelmed?  Highly warranted, as each day in self-managed super is getting tougher with constant renegade attacks by the Industry Super Funds. 

But the solution is easy. Grant Abbott, industry-leading SMSF expert is not only on top of all the changes but has some great predictions on where the SMSF advising industry is going, thanks to some heavy Trustee-focused research over the past 2 years as part of his Guru’s Guide to SMSFs book.   In this era of increasing Wills litigation, there is already a huge surge of interest by Fund trustees and members in the protection of superannuation assets against such events. The natural progression therefore is the advent of Bloodline Planning, the most important prediction for all advising!  Well, with $300Bn in SMSF monies changing hands upon the deaths of members in the next 29 years, Bloodline Planning is the “keys to the kingdom” for SMSF advising.  Particularly when firm administrators and accounts staff cannot provide advice and lawyers are too scared to enter the SMSF field.  Come to our half-day SMSF Strategy session and not only will you learn all about his predictions, top five SMSF Strategies for 2019 but also a comprehensive array of Bloodline Planning strategies to implement straight away.

And with the launch of LightYear Docs, both SMSF and Bloodline strategies could never be far more cost-effective, easier and more efficient.  Ever wished you could do even 20% of Grant’s strategies? Well now you can – with full legal sign-off and compliance built in.  All you have to do is work with the client and charge fees.  And if that is too hard, you can use our new SMSF Paraplanning service to do the hard yards for you.

We have been able to provide attendees with three CPD hours ++ under the new FASEA CPD hour guidelines.  High quality, great value CPD hours is what I Love SMSF and the SMSF Training Group is all about.  The early registration fee is only available until the end of January 2019.

We want everyone to make the most of this short, sharp, intensive learning event.  This is not purely a networking occasion –  it is all about spending your precious time wisely.  Included in each ticket:

– A copy of Grant’s best selling “The Guru’s Guide to SMSFs” currently on sale at Dymocks and Amazon for $41;

– Access to the SMSF Training Group – Bloodline Planning Course, as our guest, normally $110;

– Opportunity to win a Strategist SMSF Adviser membership valued at $4,750.  One membership per venue.  (That’s legal support for a year plus access to over 30 CPD hours for three staff members)

– PLUS some industry-disrupting LightYear strategy and document discounts including a $2,000 credit for each month where more than $500 of documents are ordered.

CLICK ON THE CORRECT LINK BELOW TO PURCHASE TICKETS IN YOUR STATE OR CITY:

Click here to attend on 27 February 2019 in PERTH – Hyatt Regency 8:30am – Midday (morning tea included)

Click here to attend on 4 March 2019 in ADELAIDE– Hilton Adelaide 8:30am – Midday (morning tea included)

Click here to attend on 5 March in MELBOURNE – Rydges Melbourne CBD 8:30am – Midday (morning tea included)

Click here to attend on 7 March 2019 in NEWCASTLE– Wests Club 8:30am – Midday (morning tea included)

Click here to attend on 8 March 2019 in SYDNEY – Pullman Sydney 8:30am – Midday (morning tea included)

Click here to attend on 11 March 2019 BRISBANE– Pullman Brisbane 8:30am – Midday (morning tea included)

Click here to attend on 12 March 2019 in TOWNSVILLE – Oaks Metrapole 8:30am – Midday (morning tea included)

For more information about the events, please contact support@ilovesmsf.com or Phil Manhire, Customer Service Specialist on 0452 1444 76.

Other Upcoming CPD Events

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Post Election SMSF Strategies

16 April @ 12:30 pm - 1:30 pm

In this WEBINAR, Grant will be looking at key strategies now that that the election is over. This will include what to do with property investments, LRBAs, franking credits and much more. As with all Q & A sessions participants will be able to ask Grant a range of questions throughout the session.

1 CPD awarded for all registered attendees.

As noted this webinar is open to the public. 

Details

Date:
16 April
Time:
12:30 pm - 1:30 pm
Website:
https://www.eventbrite.com.au/e/post-election-smsf-strategies-tickets-54687964173

Organiser

Grant Abbott & I Love SMSF
Email:
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