Module 3 ― Advice strategies

For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to meet ‘appropriateness of advice’ based on performance and affordability. This resulted in many younger investors being directed away from SMSFs, unable to enjoy the advantages a SMSF can offer.

In this module, we discuss the research that has dispelled long held beliefs around minimum balance, highlight the opportunities of working with millennials, and provide an overview of a key tax strategy.

You’ll need to achieve a score of at least 80% to receive the assigned 2.25 CPD hour(s) for this module.