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SYDNEY SMSF Strategy, Systems & Bloodline Planning Roadshow
22 July @ 11:47 am
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.
More information about the event is provided here, or contact firstname.lastname@example.org or Phil Manhire, Customer Service Specialist on 0452 1444 76.