Synopsis:
This session unpacks the latest developments in the Self-Managed Super Fund (SMSF) sector, highlighting the surge in trustee interest and the growing gap between demand and access to professionals. It will focus on the shifting landscape of SMSF investment strategies, including current allocation of SMSF client investments, preferred assets, and the growing appetite for alternative investments.
Additionally, the session will explore the significance of intergenerational wealth transfer, including inheritance scale and timeline, structures for wealth transition, and the role of accountants and advisers in supporting financial literacy and multigenerational planning. The evolving role of the accountant in servicing SMSFs will also be highlighted.
Learning Outcomes:
At the end of this session, participants will be able to:
- Identify key market trends contributing to the growth of SMSFs, including investment product usage, shifting trustee demographics, and evolving portfolio strategies
- Understand the current allocation of SMSF investments, preferred portfolio assets, and emerging interest in alternative investments over the next 12 months
- Recognise the early stages and growing impact of intergenerational wealth transfer, including emerging challenges around estate planning and beneficiary expectations
- Evaluate current challenges and emerging opportunities in delivering SMSF advice, particularly in the context of retirement planning
