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SMSF Academy

Module 2 ― Younger investors driving growth in the SMSF market

Younger investors driving growth in the SMSF market

The SMSF landscape is changing as a younger cohort of clients enter the picture. In this webinar, Greg Hansen (Executive Group Strategy at HUB24), Jo Hurley (General Manager Growth at Class), Meg Heffron (Managing Director at Heffron), and Yvonne Chu (Head of Technical Services at Australian Unity Wealth) explore how these changes are impacting the SMSF market and discuss the opportunities and challenges that lie ahead, including:

  • the practicalities of implementing advice strategies within an SMSF environment
  • closing the gender gap; and
  • how technology empowers accounting practices and advice businesses to offer SMSF services for their millennial clients.