Brave Conversations with SMSF Trustees
Incapacity, new taxes, death, grudge spending…
All issues that most SMSFs we audit are ill-prepared to deal with. Most other people in trustees’ lives will duck them.
Yet these things matter – and cause huge problems when not addressed.
Having these hard discussions with your client always elevates the relationship.
It shows respect and care for their wellbeing; that you are an advisor as well as an accountant.
And it makes a big difference to their world.
SMSF Breakfast Briefings for Accountants – Brave Conversations
Join us at one of our free seminars where we will cover:
1. Valuations – get your clients ready
No one wants to pay for valuations, but the ATO is cracking down on them, hard.
Valuations need to happen – and the three-year rule is a fiction.
2. Estate planning – the deep distress of inaction
Incapacity and death come to us all, yet few trustees (and their advisors) face it.
Discover the estate planning tactics that make all the difference to the wellbeing and legacy of your clients, saving a mountain of time and frustration down the line.
3. A Super Tax is coming
Higher Super balances will be taxed – Government needs the money.
Learn from the mistakes the early movers made.
Understand these difficult issues and chat with other accountants about how they have the “brave conversations.”
4. Q&A
For many accountants the most valuable part of our seminars is the Q&A, where you can ask any prickly SMSF client questions you have.
Our training events are for all accountants, whether or not you are already a TriSuper Auditors client.
So come along to learn, enjoy breakfast, enlightenment and problem-solving with your peers, and earn 1.5 CPD points all at the same time.
Your free briefing includes:
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- 1.5 hours of training – 1.5 CPD points
- Q&A session
- Full training notes
- Pre-audit checklist
- Continental breakfast
Times: 7.30am to 9am; please arrive from 7.15am.
Dates and Venues: please select from the dropdown list.
Bookings are essential. Please register below.
Feedback from 2024:
100% of attendees found the sessions ‘very’ or ‘extremely’ useful.
“Joel is always a great presenter, and very engaging.”
“I like the way Joel explains things in a practical manner.”
“Relaxed delivery and interactive, which was great.”
“Small group & ability to discuss issues at hand / ask questions.”
Get up to date on all things SMSF in 2025/26.
Bookings are essential so sign up below!