Breakfast Bootcamp | Sydney CBD

Over 90 minutes, you will be put through your paces as our team of specialists challenge you to get technically fit!

Attendees will gain a take-home workout plan accredited by the SMSF Association, that includes the latest regulatory updates, technical strategies and real-life case studies.

Warm-up with John Lethbridge

SMSF legislative & technical update
Flex your technical muscles and gain confidence in your understanding of the current state of play. You will learn about the biggest technical issues currently impacting the SMSF industry and understand the key retirement planning opportunities for your clients in 2020.

Work-out with Sophie Cohen

Asset protection masterclass
Are you using the correct techniques to achieve best practice asset protection? In this session you will learn how to use heavy-lifting strategies to protect family wealth for future generations – including real-life case studies.

Cool-down with Alex Swansson

What to do when things go pear-shaped
Don’t forget to stretch! This session will target problem areas in the SMSF industry where things frequently go wrong – whether that is lacking documentation, invalid deed upgrades or accountant and auditor responsibility. You will gain a practical overview of areas to look out for.

What's included?

In addition to receiving the latest industry insights, breakfast will be provided.

Register now to secure your place.

For event enquiries contact Jessica Parsons on 1800 333 143.