[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)
– Industry-disrupting LightYear strategy and document discounts including a $2,000 credit for each month where more than $500 of documents are ordered.
PLUS – Joining us on the day is Bronny Speed, Founding Director of AccountantsIQ and Leader of Financial Advice, Chartered Accountants ANZ, on the latest FASEA releases, who will be discussing exactly who is impacted and how the new regime will affect your business. Find out how you can use and adapt these new reforms to attract new graduates, retain good staff, add business specialisations and grow business value – all at the same time complying with the new laws. FASEA is new. It’s big. It’s happening. And it’s going to be challenging! This is your chance to be in the know!
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 5 March in MELBOURNE – Rydges Melbourne CBD 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 12 March 2019 in TOWNSVILLE – Oaks Metrapole 8:30am – Midday (morning tea included)
For more information about the events, please contact email@example.com or Phil Manhire, Customer Service Specialist on 0452 1444 76.
Other Upcoming CPD Events
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“The Guru’s Guide to SMSFs”, presented by – I Love SMSF & Grant Abbott
15 November, 2017 @ 8:30 am - 1:30 pm
— LIVE STREAMING TICKETS NOW AVAILABLE with hard copy editions of The Guru’s Guide to SMSFs shipped to your home or office (one per ticket). Select LIVE STREAMING ticket type – streaming link provided 24 hours before the event to the registered email address —
Join Grant Abbott as he introduces you to SMSF v2.0 and launches his new, and highly anticipated book – The Guru’s Guide to SMSFs – suitable for SMSF Professionals, SMSF Members & Trustees, Product Development Teams, and anyone with a thirst for additional SMSF knowledge or capital.
*** All attendees receive a hard copy version of “The Guru’s Guide to SMSFs”***
Over a year in the writing and editing, Grant states that “this is without a doubt, the best book I have ever written!”
With over 1,500 SMSF presentations, 1.5million words and having trained more than 1,000 financial planners and accountants to become specialist SMSF advisers … this is a BIG CLAIM!
The launch of the Guru’s Guide to SMSFs is a special half day event where Grant will discuss the following strategies and provide all attendees with an autographed hard copy version of his book:
The New Super Paradigm and why SMSF’s will explode in size and number over the next 3 to 5 years – SMSFs Version 2.0
How SMSFs are building a protective barrier from any downturn in the property and share market if a GFC pokes its head up again – which seems to happen at least once a decade…
Creating the new Family Super Fund – what it means, looks like and why it differs from a SMSF;
How to maximise the Pension Transfer Balance Limit for when the equities and properties shake out comes;
The dangers and benefits of investment and pension reserves for Family Super Funds – and where the commissioner is going with reserves;
The new passing control rules in a SMSF;
Case studies on multi-investment strategies – moving offshore with an Australian super fund – using the CGT small business exemption for business real property – family farm transfer with a family super fund;
Estate planning – here and now, and
The importance of running segregated and separate investment strategies for various superannuation interests in a fund.
Plus… have first access to apply for the I Love SMSF Mentorship Program as a Gold or Silver member! More information to come!
Is lunch included?
Yes, both morning tea and lunch will be provided to all attendees
How many tickets are available?
To achieve an optimum level of “intimacy” at the event, Grant has limited numbers to 100 only. We encourage anyone interested in the event to purchase tickets as soon as possible to avoid missing out – and also to take advantage of our early bird pricing.
Is co-branding of Grant’s book still available?
Yes, details about co-branding “The Guru’s Guide to SMSFs” will be provided at, and following, the event.
What is I Love SMSF?
I Love SMSF is an opportunity for SMSF Trustees and Members, Advisers, Accountants, Financial Planners and Auditors to get together and increase their knowledge and understanding. With more than $700 billion in over 600,000 SMSFs, it is important to have a collective university to bounce ideas, learn from the best and increase the wealth in our SMSFs. I Love SMSF also offers exclusive membership programs where individuals and businesses have the oppurtunity to be mentored ongoing by the guru himself. Please visit http://www.ilovesmsf.com for more information, or contact firstname.lastname@example.org
How can I contact the organiser with any questions?
I Love SMSF and Grant Abbott are proudly supported by: