FASEA: Fast & factual – Kickstarting SMSF Strategy, Systems & Bloodline Planning Roadshow 2019

 

 

What an absolute feast for early 2019!

2019 is shaping up to be a big one… not only will we potentially have a new government, we’ll have the findings of a Royal Commission and the first of the FASEA reforms came into effect on January 1.

  • Hear how FASEA will impact you and your business,
  • Learn how to strategically plan for your clients easily, effectively and legally and
  • See how the NEW and intuitive LightYear Docs platform will make advising easy!

Bronny Speed, Founding Director – AccountantsIQ and Leader of Financial Advice – Chartered Accountants ANZ, will be discussing exactly how you and your business will be impacted by the new FASEA standards. New entrants to financial advice are now required to hold an appropriate degree (or equivalent), they must also complete a ‘professional year’ of 100 hours of structured training and 1500 hours of work activities, all advisers must complete 40 hours (not points) of CPD and everyone who wishes to be on the FAR in 2021 must pass an exam.  These things are now all LAW.

Find out how you can use and adapt these new reforms to attract new graduates, retain good staff, add business specialisations and grow business value. FASEA is new. It’s big. It’s happening. And it’s going to be challenging! This is your chance to be in the know.

At this half day intensive learning event, Grant Abbott, CEO & Founder of I Love SMSF and LightYear Docs, will share his top five SMSF strategies for 2019 and predictions on where the SMSF advice industry is going.

He will also examine increasing wills litigation and the surge of interest by fund trustees & members in the protection of superannuation assets against such events. With $300b in SMSF monies changing hands upon the deaths of members in the next 20 years, there is a huge opportunity for advisers who can assist with bloodline planning. Grant will share a comprehensive array of bloodline planning strategies to implement straight away and introduce the new and intuitive LightYear Docs platform that will enable you to do this easily, efficiently and cost- effectively.

Cost:

We are delighted to be able to offer members of Chartered Accountants ANZ and clients (and friends) of AccountantsIQ a discounted rate of $74 to attend the event. This is a discount of 50% on the standard cost and by attending this event you will receive credit for 3 new FASEA CPD hours. You should have received your discount code via e-mail but if you have yet to receive your code Contact Us.
To register, choose your location and enter the code where prompted to get your discount.

 Included in each ticket:

  • 3 hours under the new FASEA CPD guidelines
  • Attendee discount to the new InsiderIQ – AccountantsIQ’s highly practical news, tools, licensing and regulatory guidelines subscription service
  • A copy of the “The Guru’s Guide to SMSFs” by Grant Abbott
  • Free access to the SMSF Training Group – Bloodline Planning Course
  • Opportunity to win a Strategist SMSF Adviser membership
  • LightYear strategy and document discounts

 

Register now

Perth
27 February 2019  – 8.30am – 12pm (morning tea included)
Hyatt Regency

Adelaide
4 March 2019 – 8.30am – 12pm (morning tea included)
Hilton Adelaide

Melbourne
5 March 2019 – 8.30pm – 12pm (morning tea included)
Rydges Melbourne

Newcastle
7 March 2019 – 8.30am – 12pm (morning tea included)
Wests Club

 Sydney
8 March 2019 – 8.30am – 12pm (morning tea included)
Pullman Sydney

Brisbane 
11 March 2019 – 8.30am – 12pm (morning tea included)
Pullman Brisbane

Townsville
12 March 2019 – 8.30am – 12pm (morning tea included)
Oaks Metropole